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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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A Landmark Year
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.
Institutional
Preserving & Propelling Wealth for Generations
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.
Legacy
How Can Families Convey Values Along With Wealth?
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.
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Have Animal Spirits Returned?
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.
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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