Let Balentine be your guide on your wealth management journey.

In this Entrepreneur article, Mark Bell, Ph.D., breaks down why founders and business owners often already have the mindset to become natural private capital investors.

5% Treasury yields are back — and investors are treating it like a warning sign. Head of Public Markets Susie Wang makes the case for why it might be the opposite: a healthy return to normal.

This article from Atlanta Business Chronicle spotlights our experienced Business Advisory Team and what sets them apart: they have firsthand perspective. Before advising entrepreneurs, they were lenders, advisors, CEOs and entrepreneurs in their own right, living the same pressures our clients face today. That firsthand perspective shapes every recommendation they make.

In this Citywire article, read more about Tom Matthesen, founder of Valuation Growth Advisory (VGA), and Balentine's Head of Business Advisory.

The acquisition represents the next step in Balentine’s long-term strategy to build a differentiated family office platform that integrates business advisory with wealth management for entrepreneurs and multigenerational families.

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.

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.

Balentine promotes Emily Balentine Barbour, CFP® to Executive Vice President, and Matt Raines and Ben Webb, CFA, to Partner.

In Q2, Kevin Warsh took over as Fed Chair with a different playbook: price stability first, and no more signaling the Fed's next move. Investors lost their read on what came next, and markets turned choppy. We didn't waver. We stayed the course our data-driven process set: overweight stocks, no reactive trades. The result? We believe our discipline was rewarded. CIO David Damiani, CFA shares how in our Quarterly Market and Economic Report.

For decades, Robert Balentine has guided entrepreneurs through pivotal transitions. In this Forbes article, he lays out a hands-on approach to navigating the emotional and relational shifts of an exit, helping founders turn a successful business into wealth that lasts well beyond one generation.

The Nasdaq is up 150% since late 2022, and the parallels to the late '90s tech boom are hard to ignore. Head of Public Markets Susie Wang makes the case that stronger fundamentals (not speculation) are driving this rally, and why that matters for what comes next.

For investors who pay taxes on their gains, how you manage your tax bill can matter just as much as how your investments perform. Explore these four tools of tax-aware investing and how using the right one at the right time can help you keep more of what you’ve built.