Balentine is an employee-owned wealth management firm headquartered in Atlanta, Georgia, with a second office in Raleigh, North Carolina. We provide financial planning and investment management services for business owners and their families. 
 
For more than 30 years, the Balentine legacy has been one of innovation, service to clients, and giving back to the community. Named to Barron’s “Top 100 Independent Wealth Advisors,” Financial Times'​ “300 Top Registered Investment Advisors,” and Pensions and Investments’ “Best Places to Work in Money Management,” we have been recognized locally and nationally for building a culture and workplace designed to provide outstanding service and results for our clients.
 
The opinions expressed herein are those of Balentine, LLC (“Balentine”) and are subject to change without notice. Balentine social media posts are provided for information purposes only and should not be considered investment advice or recommendation to purchase or sell any particular security, product or service. Balentine posts are based on data obtained from sources believed to be reliable but are not guaranteed as being accurate and do not purport to be a complete summary of the available data. Past performance is no guarantee of future results. Balentine does not endorse or take responsibility for any content, advertising, products, advice, opinions, recommendations, or other materials posted by followers or other third parties on Balentine’s social media sites. Any comments or opinions posted by another user should be attributed to that user and not Balentine. Balentine, LLC is an investment adviser registered with the U.S. Securities and Exchange Commission. Registration does not imply a certain level of skill or training. More information about Balentine’s investment advisory services can be found in its Form ADV Part 2, which is available upon request. 

Please read important disclosures here: https://www.balentine.com/disclosures


Investment Management

Balentine

Balentine's headquarters in Atlanta, GA, United States

This department focuses on managing and enhancing relationships with clients to ensure satisfaction and retention.

Client Relations

The Operations and Administrative Team at Balentine is responsible for ensuring smooth internal workflows and providing essential support across the firm. This team handles a range of tasks, including client operations, executive support, office coordination, project management, IT management, financial accounting, and detailed reporting. They play a critical role in maintaining efficiency, supporting client service initiatives, and enabling the firm's financial advisors to focus on delivering top-tier wealth management and financial planning services.

Operations and Administrative Team

The Relationship Management Team at Balentine focuses on building and maintaining strong relationships with clients, ensuring their financial planning and investment management needs are met with exceptional service. The team collaborates with clients to understand their goals, provides personalized financial advice, and acts as a primary point of contact to address any inquiries or concerns. Through a client-centric approach, the team strives to enhance client satisfaction and retention while fostering long-term partnerships.

Relationship Management Team

The Financial Planning and Wealth Management team at Balentine provides comprehensive financial planning and investment management services tailored to the needs of business owners and their families. This team leverages its deep expertise to create customized strategies aimed at wealth preservation, growth, and efficient transfer across generations, ensuring clients achieve their long-term financial goals.

Financial Planning and Wealth Management

The Leadership Team at Balentine oversees the strategic direction and operational efficiency of the firm, ensuring compliance with regulatory standards, optimizing financial performance, and maintaining a culture of innovation and service excellence. Comprising key roles such as the Chief Compliance Officer, Principal, Chief Operating Officer, Chief Executive Officer and Founding Partner, and President, the team collaborates to drive growth, uphold client satisfaction, and strengthen the firm's community impact and reputation in the wealth management industry.

Leadership Team

The Executive Compliance and Operations team at Balentine ensures that the firm's wealth management services adhere to regulatory standards while optimizing operational efficiency. This team oversees compliance with financial regulations, manages internal controls, and spearheads strategic initiatives to enhance service delivery. By harmonizing compliance and operational workflows, they support Balentine's commitment to innovation, client service, and community engagement.

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Other teams

Operations and Administrative Team

Relationship Management Team

Financial Planning and Wealth Management

Leadership Team

Executive Compliance and Operations