Wealth sets you on a path.
35 years of wealth management experience can help guide you on your journey.

Something in your life catapulted you to where you are today.
Whatever you're experiencing, it's likely we've seen it.

“Balentine has been a life-changing addition to the team of legal and financial professionals that support our family. They've completely transformed the way we're imagining and realizing our future. As they've grown and diversified their client base, they've increased our access to brilliant advisers and sophisticated products. We're proud to be Balentine clients and look forward to a generational partnership.”

‍Allen and Carly Mask
Entrepreneur and Private Equity Executive

_{Balentine clients were not compensated via credits or other benefits from Balentine for providing testimonials. Quotes do not necessarily represent all client experiences.}

Aim for more than meeting a market benchmark.

At Balentine, “success” is defined in your terms. Our partnership means receiving highly personalized counsel that reflects your own goals and values, gaining access to our entire team of experts, and benefitting from a broad-based financial “quarterback” with more than a quarter century of experience. That’s the Balentine difference.

Mother and daughter having coffee while discussing legacy matters

Learn more about what to consider when choosing an advisor

The Balentine Difference

“The culture Balentine has created flows over to clients. It’s hugely important, and it feels good. Everyone has been friendly, easy to work with, and they roll up their sleeves to get stuff done quickly and accurately.”

Retired Tech CEO

Current Balentine Client

"I chose Balentine because you demonstrated flexibility to work with me and not to just bring me some canned solution. With some of the big firms, I felt much more like they were going to apply their solution rather than build a bespoke approach to my needs.”

Current Balentine Client

"I would describe Balentine as a multi-generational sort of partner. The preservation and growth of family capital is important because I have to think about our children, grandchildren, and great-grandchildren."
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Current Balentine Client

“Over several years, my wife and I focused on our estate transition to the next generation. We began working with Balentine toward the end of this process and they helped us with tools and advice. From an implementation standpoint, we put a team together and Balentine was on all the calls and emails, communicating extremely well. I felt confident we had the right team together and I’m very glad Balentine was there. They have helped my children, who now understand the estate much better. That has meant the world.”

Marc Noël

Current Balentine Client

Balentine clients were not compensated via credits or other benefits from Balentine for providing testimonials. Quotes do not necessarily represent all client experiences.

Barron’s Top 1,200 Advisors
Barron’s Top Independent Advisors
Barron’s Advisor Hall of Fame

Forbes’ America’s Top Wealth Advisors
Forbes’ Top 50 Fastest Growing RIAs

America's 5,000 Fastest-Growing Private Companies

Best Practices Award
Top Regional RIAs

50 Growers Across America

Top 300 Registered Investment Advisors

Satisfied client while reviewing her portfolio growth in the last year

Meet your team

We are Balentine.

A compelling and engaging workplace, Balentine is a firm at the forefront of our industry where employees are encouraged to learn from one another, grow personally and professionally, and make a true impact in the lives of others and in the communities we serve.

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Our collaborative, adaptive, and perceptive team of experts is akin to family — a diverse group of likeminded peers with whom we build and foster meaningful, long-term relationships amongst each other and with our clients.

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At Balentine, our full team is here to support you on each step of your unique wealth management journey. We hope you will join us!

Get to know the faces of Balentine

Changing wealth advisors doesn’t need to be difficult.

“Each member has gone above and beyond in making our transition as smooth as possible.”
‍- Current Balentine Client

_{Balentine clients were not compensated via credits or other benefits from Balentine for providing testimonials. Quotes do not necessarily represent all client experiences.}

Our goal is to make the Balentine transition as smooth as possible. Rest assured that a dedicated onboarding team will work exclusively with you as a new client throughout the onboarding process to ensure a seamless transition and a positive first experience with our entire team.

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How to Select a Financial Advisor

Selecting a wealth manager is among the most critical decisions you can make, with reverberations far into your life and potentially that of the next generation. In this article, learn the criteria we believe are most important to evaluate while conducting your search.

Browse our collection of resources from trusted thought leaders.

Start with these core pieces to understand how our approach to financial planning, investments, business advisory, and legacy is different.

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