About
Who We Are
We help entrepreneurs and families manage their wealth by showing them what is possible, probable, and achievable. We are committed to providing clients the answers and peace of mind they seek as they face the many “what if” questions in life. We put clients’ needs, ambitions, and values at the center of everything we do, and we translate their aspirations into solutions to help them realize their goals. At Balentine, we seek to deliver an exceptional client experience in addition to consistent, long-term investment results.
The firm we are today and the emphasis we place on building relationship with clients and community comes from the vision and efforts of Balentine’s founders. We celebrate the legacy of Robert M. Balentine, Sr. and the vision that he and our Chairman, his son Robert, had in serving clients the better way: independent investment resources combined with a fiduciary relationship dedicated to the unequivocal interest of the client.
Contact Us
Looking for guidance in managing your wealth? Balentine is committed to providing the education and advice our clients need to realize their goals.