Simplifying Wealth Through Partnership Wealth management advisors committed to delivering value through strategic investments and innovative plans. Contact Method Preference Email Phone WEALTH MANAGEMENT INSTITUTIONAL MANAGEMENT

About Who We Are We help entrepreneurs and families manage their wealth by showing them what is possible, probable, and achievable. We are committed to providing clients the answers and peace of mind they seek as they face the many “what if” questions in life. We put clients’ needs, ambitions, and values at the center of everything we do, with the aim of translating their aspirations into solutions to help them realize their goals. At Balentine, we seek to deliver an exceptional client experience in addition to consistent, long-term investment results. The firm we are today and the emphasis we place on building relationship with clients and community comes from the vision and efforts of Balentine’s founders. We celebrate the legacy of Robert M. Balentine, Sr. and the vision that he and our Chairman, his son Robert, had in serving clients the better way: independent investment resources combined with a fiduciary relationship dedicated to the unequivocal interest of the client. Privately Owned We are 100% employee-owned, helping to ensure stability of purpose and alignment of interests. Client Experience Our client experience drives the investment process, not vice versa. Full Balance Sheet Focus We remain focused on the entire balance sheet, not just investable assets. Efficient Management We emphasize cost-effective and tax-efficient implementation solutions. Client Bill of Rights We are committed to helping you achieve your goals because your future is at stake. The following represents what you can expect from us as your wealth manager and trusted advisor. Our Commitment to You We believe a carefully crafted, balanced approach to managing money is equal parts art and science. 1 6 Balentine's Culture Careers Read More Community Read More Awards Read More 30 Year Legacy Play Video 2016 Mid-Year Review Play Video Art & Science of Investing Play Video Robert Balentine on Entrepreneurship Play Video Contact Us Looking for guidance managing your wealth? Balentine is committed to providing the education and advice our clients need to realize their goals. Contact Method Preference Email Phone Atlanta 3344 Peachtree Road, NE Suite 2200 Atlanta, GA 30326 (404) 537-4800 (404) 537-4848 Raleigh 555 Fayetteville Street Suite 710 Raleigh, NC 27601 (984) 355-5200 (984) 500-3707 Subscribe to Our Newsletter Our monthly newsletter is full of insightful commentary and useful information. We highlight not only important events in the world of finance but also in our community. About Blog Awards In the Media Client Access Careers Form ADV Form CRS Terms of Use Privacy Policy Business Continuity Disclosures © 2021 Balentine. All rights reserved.