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Insights
Let Balentine be your guide on your wealth management journey.
Balentine experts offer their authentic take on the latest financial topics, including our exclusive market publications, news, community events, and more. Select the topics that interest you, or browse our full collection of resources from trusted thought leaders.
Top Insights
Start with these core pieces to understand how our approach to financial planning, investments, business advisory, and legacy is different.
Insights
Let Balentine be your guide on your wealth management journey.
Balentine experts offer their authentic take on the latest financial topics, including our exclusive market publications, news, community events, and more. Select the topics that interest you, or browse our full collection of resources from trusted thought leaders.
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Our best thinking on what's happening in the economy and markets and why it matters to investors.
Every quarter, we provide our best thinking on what's happening in the economy and markets and why it matters to investors. Every year, we share seven-year projections that form the basis of strategies we design to help clients achieve their goals.
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Balentine Strengthens Succession Planning with Three New Principals
Matt, Mallorie and Liz represent the next generation of leadership at Balentine. Their elevation to Principal reflects their individual achievements and Balentine’s investment in the future.
Jon Bristow is Balentine's Head of Atlanta Wealth
With over 25 years of financial expertise, Jon will lead efforts to strengthen client relationships and provide tailored wealth management solutions for families and entrepreneurs.
Preserving & Propelling Wealth for Generations
Our long-term financial partnership with FJ Management will fuel our growth as a leading independent wealth manager and strengthen our ability to help our clients build what comes next for them and their families.
Adrian Cronje is one of Barron's Top 100 Independent Advisors
Barron's annual ranking seeks to shine a spotlight on the nation's best wealth managers and raise standards in the industry.
Adrian Cronje is the Rotary Club of Atlanta's President
As 111st President, he will focus on securing the future of the organization’s Early Childhood Champions program for generations.
Balentine Names Liz Thomas Head of Marketing
Amid rapid growth, Liz will ensure the firm’s core values stay at the forefront of communications, public relations, and online presence.
Wealth Management Firm Balentine Opens New Raleigh Office
Triangle publication Midtown Magazine featured us in its January/February edition.
Robert Balentine Inducted into Barron's Hall of Fame
Robert Balentine joins a select group of independent financial advisors exemplifying long-term success and commitment to clients.
Rob Ragsdale Recognized as an Outstanding Triangle Executive
The Triangle Business Journal honored Rob Ragsdale with a 2023 Corporate Leadership Award.
It’s Fed Week: Another Rate Hike Pause Likely, but Experts Expect Savings Rates to Remain High
Adrian Cronje discusses the Federal Funds Rate in an article for CNET.
Balentine uses Vanilla to strengthen client relationships
Jennifer Pcholinsky shares how she uses Vanilla, an estate planning software
Diversify your deposits
CEO Adrian Cronje, Ph.D. was quoted in Fortune magazine
How to Build an Enduring Legacy and Secure Long-Lasting Wealth
Chairman Robert Balentine explains why it's crucial that advisors focus on conversations about family relationships on the Barron's Advisor podcast.
How to make the family business last for generations
See Chairman Robert Balentine on Fox 5 Atlanta
Courageous Conversations about Your Legacy
Read CEO Adrian Cronje's article in Fast Company
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We are more than our money
Chairman Robert Balentine drew upon lessons from First Generation Wealth to discuss elements of building a meaningful legacy in an interview with a local Atlanta television station.
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Balentine Expands Family Office Offering with Key Appointment
Powerhouse Leader in Wealth Management & Thought Leadership Joins Balentine as Part of Aggressive Growth Strategy
Balentine Grows Leadership Team with Partner Promotion
Relationship Manager and Head of Financial Planning in the firm’s Raleigh office takes on expanded leadership role
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