Balentine Expands Business Advisory Services

In this Inc. article, David Damiani shares how to navigate funding at each stage of the business lifecycle—and why strong relationships remain a critical asset throughout.

Our plans aren’t static documents reviewed once a year. We take a holistic approach, prioritizing what matters most to you and continually reassessing and updating your plan as your needs evolve.

Conversations about wealth, transfer, and legacy can be some of a family’s most challenging. Our Family & Legacy Guide discusses building resiliency, avoiding the pitfalls of sudden wealth, and fostering hopeful, intentional discussions.