Wealth sets you on a path.
35 years of wealth management experience can help guide you on your journey.
Something in your life catapulted you to where you are today.
Whatever you're experiencing, it's likely we've seen it.
Manage
Each client has unique goals and circumstances, so we’ll tailor a strategy that encompasses every piece of your financial picture today and design your portfolio with institutional-quality investments. As fiduciaries without proprietary products or commission-based compensation, our interests are always aligned with yours.
“I chose Balentine because you demonstrated flexibility to work with me and not to just bring me some canned solution. With some of the big firms, I felt much more like they were going to apply their solution rather than build a bespoke approach to my needs.”
- Current Balentine Client
Grow
Wealth opens doors of possibility, and we can help you decide which ones to walk through. Our tailored approach to your investment strategy, legacy planning, business advisory, or financial, estate, and tax planning, aims to help you grow the wealth you’ve worked hard to build. As your wealth grows in our unemotional, data-driven investment model, we can help you grow your impact too so that you may leave an everlasting legacy.
“I would describe Balentine as a multi-generational sort of partner. The preservation and growth of family capital is important because I have to think about our children, grandchildren, and great-grandchildren.”
- Current Balentine Client
Preserve
Your wealth wasn’t acquired overnight — it was built with intention over time. We believe protecting your wealth requires the same care and attention, which is why we have specialists in all facets of wealth management. Our comprehensive advice focuses on preserving your wealth for generations, from every angle: Investments, preparing future generations, and coordinated financial, estate, and tax planning.
“Balentine’s whole idea of wealth preservation really resonated with me. The notion of ‘We’re not here to make you rich; we’re here to keep you rich’ was important. I wanted someone to protect what I built.”
- Current Balentine Client
Aim for more than meeting a market benchmark.
At Balentine, “success” is defined in your terms. Our partnership means receiving highly personalized counsel that reflects your own goals and values, gaining access to our entire team of experts, and benefitting from a broad-based financial “quarterback” with more than a quarter century of experience. That’s the Balentine difference.
Balentine clients find themselves in unique company — gaining access to an echelon of long-standing, institutional-quality expertise, likeminded peers, and capital strategies. We turn access into impact with a validated track record of creating wealth and preserving it for generations through our broad range of financial services.
Balentine is 100% employee-owned. We have taken (and are taking) the same entrepreneurial journey as many of our clients. Peer-to-peer, we are in a unique position to relate to even the most complex nuances of business ownership — and offer especially valuable insight into helping other entrepreneurs maximize their impact.
Balentine’s structure is innately collaborative, designed to align the interests of both client and firm. We take the time to understand your needs and values — then deploy the collective and specific expertise of our full team to deliver a customized approach as unique as you are.
We know you’re used to feeling in control, but at Balentine, we accept the responsibility of leadership: We quarterback your entire financial life, aligning the right partners and approaches to serve your best interests in an integrated way.
For our clients, wealth has tangible aspects...yet also takes shape as something more personal. The Balentine name is our family business, and we understand that those roots run deep. We seek to become a trusted extension of your family, building relationships on a foundation of client-first service and trust.
The Balentine Difference
We are Balentine.
A compelling and engaging workplace, Balentine is a firm at the forefront of our industry where employees are encouraged to learn from one another, grow personally and professionally, and make a true impact in the lives of others and in the communities we serve.
Our collaborative, adaptive, and perceptive team of experts is akin to family — a diverse group of likeminded peers with whom we build and foster meaningful, long-term relationships amongst each other and with our clients.
At Balentine, our full team is here to support you on each step of your unique wealth management journey. We hope you will join us!
Changing wealth advisors doesn’t need to be difficult.
“Each member has gone above and beyond in making our transition as smooth as possible.”
- Current Balentine Client
Our goal is to make the Balentine transition as smooth as possible. Rest assured that a dedicated onboarding team will work exclusively with you as a new client throughout the onboarding process to ensure a seamless transition and a positive first experience with our entire team.
Browse our collection of resources for trustees and consultants.
For trustees juggling many fiduciary responsibilities, there’s a myriad of news and information to constantly unpack. As a plan consultant, you’re likely trying to make that burden a little lighter. Delve deeper into these topics our clients frequently mention, with insights from our knowledgeable Balentine team.
Navigating Tidal Forces
How do we strive to protect clients from cyberattacks and fraud?
A Path to Normalcy
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