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A Landmark Year
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In 2024, we celebrated our 15th anniversary, deepened the guidance we provide to clients, and announced a partnership that will help our firm last for generations. It was truly a landmark year, fueled by our people and culture.
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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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Trump Accounts: A Generational Investment
Trump Accounts enable families to starting start saving for their child’s future early – and benefit from the magic of compound interest
Shifting Your Mindset from Founder to Steward
In this Forbes Business Council article, Robert Balentine draws on his decades of experience advising business owners – and his own experience as an entrepreneur – to offer a practical framework for turning a successful business into a multi-generational legacy.
A Tribute to Bostic from a fellow Atlanta Leader
In a personal reflection on Raphael Bostic’s leadership, Adrian celebrates the economist, communicator, and community member who made Atlanta's civic life richer.
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