Let Balentine be your guide on your wealth management journey.

Building a lasting legacy takes more than just good fortune. In his latest Entrepreneur article, Mark Bell, Ph.D., explains how financial education, family governance, and disciplined investing—especially through private capital markets and long-term strategies—are key to sustaining generational wealth.

While policy shifts can drive short-term market volatility, history shows that long-term trends tend to remain steady. In this article for Family Wealth Report, David Damiani and other chief investment officers shared their insights.

Matt, Mallorie and Liz represent the next generation of leadership at Balentine. Their elevation to Principal reflects their individual achievements and Balentine’s investment in the future.

With over 25 years of financial expertise, Jon will lead efforts to strengthen client relationships and provide tailored wealth management solutions for families and entrepreneurs.

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. Read more in our 2024 Year In Review.

Our long-term financial partnership with FJ Management will fuel our growth as a leading independent wealth manager and strengthen our ability to help our clients build what comes next for them and their families.

Learn how the tactics you used to build a thriving business can directly apply to preserving your legacy in Robert Balentine's latest article for Forbes.

Each quarter, our Investment Strategy Team reflects on what's happened in the economy and markets and gives our take on why it matters to investors. In our Q4 letter, we discuss how America-first policies have bolstered economic optimism even as inflation, Fed policy shifts, and policy could bolster a potential cooling of overheated conditions.

David Damiani shared two contrarian takes in this Citywire article, including his belief that the Fed may cut rates more than the market expects.

Our Investment Strategy Team identified a gap in the marketplace and brainstormed with Blackrock on how to bring it to market for our clients.

We are thrilled to announce our 2025 Capital Markets Forecast. In this annual research piece, we seek to identify realistic market expectations over the next year and align them with opportunities we foresee to achieve portfolio goals.

Our CEO, Chief Compliance Officer, and Director of Technology offer tips on cybersecurity and protecting personal information.