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Insights
Let Balentine be your guide on your wealth management journey.
Balentine experts offer their authentic take on the latest financial topics, including our exclusive market publications, news, community events, and more. Select the topics that interest you, or browse our full collection of resources from trusted thought leaders.
Start with these core pieces to understand how our approach to financial planning, investments, business advisory, and legacy is different.
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John Maddison is Balentine's Head of Wealth Management
By bridging leadership across locations and disciplines, John will foster stronger connectivity and consistency across the firm.
What’s the Purpose Behind Your Money?
Mark Bell shares how assets blending financial return with passion and enjoyment can build legacy, generate connections, and help tell your story.
Is Rotary Still Relevant?
Adrian Cronje shares how the Rotary Club of Atlanta empowers civic and business leaders to lead with purpose, step toward action, and stay engaged.
Opportunity in Active Fixed Income
David Damiani discusses why we’re exploring selective active fixed income strategies as we strive to enhance portfolio performance in today’s evolving market.
How Does One Big Beautiful Bill Impact You?
We share the provisions impacting financial plans, estate plans, and closely held businesses - and invite you to submit your own questions.
How Can You Build a Purpose-Driven Legacy?
In a presentation for the Institute of Classical Architecture & Art, Robert Balentine discusses how he strives to make a lasting impact for generations to come
Can Your Family Sustain Your Business?
Adrian Cronje discusses three timeless principles that can help entrepreneurs turn business success into a lasting legacy.
Navigating Change as a Business Owner
In this Forbes article, Robert highlights the importance of self-awareness, adaptability, and proactive leadership for business owners to sustain growth and avoid decline.
Adrian Cronje is Selected for Leadership Atlanta
As a member of the Class of 2026, Adrian will join fellow leaders in seminars, service projects, and hands-on experiences aimed at strengthening the metro Atlanta community.
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What’s the Right Capital Source for Your Business?
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.
Balentine Blueprint
Our plans evolve with you—prioritizing what matters most and adapting as your needs change.
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7 Lessons for Starting or Scaling a Business
Founding Partner David Damiani shares lessons from Balentine’s 15-year journey—highlighting the strength of core values and the need to stay agile.
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