$9bn Atlanta RIA Balentine Buys Business Advisory Firm
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Balentine Targets Entrepreneurs with Acquisition of Alpharetta Firm
Balentine has acquired Alpharetta-based Valuation Growth Advisory and named its founder, Tom Matthesen, Head of Business Advisory within its family office solutions group.
Balentine Expands Business Advisory Capabilities With Acquisition of Valuation Growth Advisory
Tom Matthesen joins as Head of Business Advisory, expanding Balentine's distinctive approach to serving entrepreneurs and business owners.
Don’t Mistake Wealth for Legacy
Robert Balentine has spent his career advising families on wealth and legacy. He's also lived it himself: he built a firm with his father, sold it, then walked away to start over independently when staying meant compromising his beliefs. In this Worth feature, he shares why he legacy is measured by the values you protect, not the wealth you accumulate.
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