Balentine is an employee-owned wealth management firm headquartered in Atlanta, Georgia, with offices in Raleigh-Durham, North Carolina. We provide investment management and financial planning services for high-net-worth individuals and families. At Balentine, we get to know and understand the unique needs of each of our clients. In today’s rapidly changing world, a holistic approach and uncommon agility are required to capitalize on opportunities, and we have built our firm around these enduring ideas. We build long-term relationships with our clients, and we seek to deliver exceptional client service along with consistent long-term investment returns.

What We Believe

We believe in investing a great deal of time to get to know you

We believe in mastering the details

We believe we have designed the right business model to serve our clients

We believe risk management matters

We believe investment discipline is essential to success

We believe serving clients is more important than gathering assets

Balentine. Built for You.

Balentine has been recognized both locally and nationally for building a culture and workplace designed to provide outstanding service and results for our clients.

Top 100 Independent Wealth Advisors

100 U.S. Women Financial Advisors

Best Places to Work in Money Management

Top Advisors State by State - Georgia

300 Top U.S. Registered Investment Advisors

Here is What's New

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