Balentine

Balentine is a wealth management firm that aims to help entrepreneurs and their families ensure the wealth they’ve created will endure for generations. With wealth management, financial planning, business advisory, and legacy planning services, Balentine creates custom, holistic solutions for wealth creators at every stage of their journey. Today, Balentine offers its wealth of perspective to over 300 clients nationwide, advising on more than $7.5 billion of assets.

In almost four decades of serving clients, Balentine is consistently recognized as a top financial planning and advisory firm by Forbes, Barron's, The Financial Times, and InvestmentNews. An independent, employee-owned firm with offices in Atlanta, Ga., and Raleigh, N.C., Balentine is also a perennial winner of the Pensions & Investments Best Places to Work in Money Management Award.

For more information, visit: https://www.balentine.com/ and for important disclosures, visit https://www.balentine.com/disclosures.