A complete list of active advisors currently associated with Balentine

Warmer can help you find a great advisor at Balentine or one who fits your needs even better.

Balentine serves entrepreneurs, families, high-net-worth individuals, foundations and other institutional clients, and also advises and manages pooled investment vehicles, including private funds. The firm offers comprehensive wealth management, financial planning, investment management, family office services, sub‑advisory relationships, and business advisory support for owners preparing for liquidity events or succession. Balentine’s investment process is risk‑based and built around its Building Blocks framework and an annual seven‑year Capital Markets Forecast; it implements strategies through a mix of active and passive solutions, third‑party managers, and a model‑driven Global Tactical Asset Allocation (GTAA) program for institutional mandates. The firm conducts ongoing manager due diligence, provides consolidated reporting on outside managers, and tailors portfolios and planning deliverables to each client’s liquidity needs, risk tolerance, and goals. Among peers, Balentine is notable for its role in pooled vehicles and private fund advisory: an affiliate, Access Manager, LLC, serves as general partner to its private pooled vehicles, which results in the firm being deemed to have custody of those assets and subject to pooled‑vehicle audit provisions. The brochure also discloses receipt of transition assistance from its custodian and that the firm serves less‑common client types for its size—such as state and municipal government entities—while offering integrated family office and business‑advisory services.

To learn more about the advisors currently working at Balentine, click on their names below to view their profiles, or click here to see them all on a map. Or, if you tell us about your needs, Warmer can help you find the best advisor for you.

You can also browse Balentine's office locations.