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Your Core Team
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A deep team to guide you on your journey
Working with Balentine means working with all of us.
Peruse our recent perspectives
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Planning
Balentine Blueprint
Our plans aren’t static documents reviewed once a year. We take a holistic approach, prioritizing what matters most to you and continually reassessing and updating your plan as your needs evolve.
Legacy
Family & Legacy Guide
Conversations about wealth, transfer, and legacy can be some of a family’s most challenging. Our Family & Legacy Guide discusses building resiliency, avoiding the pitfalls of sudden wealth, and fostering hopeful, intentional discussions.
Business advisory
Planning
5 Key Questions To Simplify the Complexity of Your Business Transition
Transitioning your business may be the biggest financial decision of your life. Our guide offers insights from our experienced team to help you save time, money, and avoid common pitfalls.
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Business advisory
7 Lessons for Starting or Scaling a Business
Founding Partner David Damiani reflects on lessons learned over Balentine’s 15-year journey, emphasizing the power of staying grounded in core values and vision while remaining agile to navigate unexpected challenges.
A book makes the best gift.
If you have someone in your life whom you'd like to gift our book First Generation Wealth, please let us know. We will be glad to send you a complimentary copy to share.
How can we improve your experience?
We take seriously our responsibility to guide your wealth journey. Emily Barbour's role is to continuously enhance your experience. If you have anything to share—whether it is something you've appreciated, a question, or an idea for improvement—please let us know.
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