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What is your "Why?"
Who are you beyond your wealth? How do you wish to be remembered? After nearly four decades, we’ve learned the questions to ask to understand our clients' needs — offering our wealth of perspective to help protect and grow the wealth they’ve worked so hard to build.
Our vision stands the test of time.
When Robert Balentine and his father, Bob Balentine, saw the chance to build a different kind of investment firm in 1987, they chose "what could be" over "what is."
Several decades and billions of dollars in assets under management later, Balentine is still choosing potential — backed by proven processes, exceptional people, and an unemotional, data-driven investment process to create performance.
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The Balentine Difference
Peruse our recent perspectives.
From year-end tax planning strategies to an overview of philanthropy and navigating charitable giving, browse our collection of planning-related resources from Balentine thought leaders.
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Don’t Mistake Wealth for Legacy
You Sold the Company, Now What?
Less Guidance, More Discipline: The Fed Steps Back
Beyond The Exit: What Founders Need To Understand Before Selling Their Business
Don’t Mistake Wealth for Legacy
You Sold the Company, Now What?
Less Guidance, More Discipline: The Fed Steps Back
Beyond The Exit: What Founders Need To Understand Before Selling Their Business
Don’t Mistake Wealth for Legacy
You Sold the Company, Now What?
Less Guidance, More Discipline: The Fed Steps Back
Beyond The Exit: What Founders Need To Understand Before Selling Their Business
A partnership to propel your wealth and legacy.
How we work with each other
When you hire Balentine, you hire our entire team — and receive our combined decades of experience. A majority employee-owned firm, We prioritize collaboration over competition, working together to bring our collective expertise to each client.
How we work with you
We build long-term, trusted partnerships. As true fiduciaries, we put our client's best interests first and tailor each relationship. Wherever you are on your wealth journey, we are here to guide you in preserving your wealth for generations.
How we manage your money
Our model-driven investment approach, developed through 35 years of data and experience, seeks to provide consistent, long-term results. We manage risk ahead of return to preserve and propel the wealth you've worked so hard to build.
Gain more than investment results — gain peace of mind.
The Balentine legacy has been one of innovation, client service, and giving back to the community. As a boutique, full-service firm, we marry the technical aspects of managing wealth with what’s important to you, your family, or your business.
If there’s a complex situation involving planning, markets, or investing, chances are we’ve seen it. Take comfort in our experience and unique perspective.
How can we help you on your wealth management journey?
We dynamically prioritize your relevant planning areas – from asset and balance sheet management to cash flow reporting and maintenance.
We help clients explore key components of legacy to reach new levels of alignment, authenticity, trust, and transparency with loved ones.
Markets fluctuate – but our data-driven investment process stays constant. We manage portfolios of public and private markets, while considering tax strategy.
As entrepreneurs ourselves, we help business owners parse through options to maximize outcomes in their businesses.
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