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Balentine's Top 10 Tips for the New Year
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We’ve compiled ten tips for individuals and families to consider discussing with their wealth advisor in 2022. Click below to download as a PDF.
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Browse our collection of resources from trusted thought leaders.
Balentine experts offer their authentic take on the latest financial topics, including our exclusive market publications, news, community events, and more.
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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.
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$9bn Atlanta RIA Balentine Buys Business Advisory Firm
Tom Matthesen, founder of Valuation Growth Advisory (VGA), joins Balentine as Head of Business Advisory.
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.
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