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Robert Balentine Inducted into Barron's Hall of Fame
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After more than a decade of recognition as one of Barron's Top 100 Financial Advisors, Robert joins a select group of independent financial advisors exemplifying long-term success and commitment to clients in the Barron's Hall of Fame.
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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.
You Sold the Company, Now What?
Adrian Cronje, Ph.D., CFA, explores the emotional identity shift that often follows a successful business sale and offers five ways founders can move forward with clarity and purpose.
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Balentine Names Emily Balentine Barbour to Executive Vice President and Names Two New Partners
Balentine promotes Emily Balentine Barbour, CFP® to Executive Vice President, and Matt Raines and Ben Webb, CFA, to Partner.
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