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.
Bradley Martin
Head Of Atlanta Wealth Managem...
John Maddison
Partner And Head Of Financial ...
Joseph Fahey
Senior Family Business Advisor
Joshua Friedland
Senior Associate Business Advi...
Kacy Howard
Manager, Multi-family Office
Kathryn Sandoval
Financial Planning Manager
Matthew Gilbert
Associate
Michael D. Imber
Multi-family Office Wealth Str...
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