%20(1).png)
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
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.
.png)
.png)
.png)
The Balentine Difference
.jpg)
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.
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.
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!
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
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.
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.
Stay in the know with our newsletter.
Sign up to receive our monthly newsletter, featuring: Insightful commentary from our team, useful market information, and important events — in both the world of finance and our communities.
.png)
.png)
How to Select a Financial Advisor
.png)
What’s the Right Capital Source for Your Business?
%20(1).png)