Financial Advisors
Atlanta, GA
Balentine is an independent financial advisory firm based in Atlanta that specializes in comprehensive wealth management, investment management, and retirement planning for high-net-worth individuals and families. Led by experienced advisors, they take a personalized approach to financial strategy, helping clients build and preserve wealth through disciplined, research-driven investment solutions. They serve as fiduciaries, meaning they're legally obligated to act in their clients' best interests.
Ideal for: High-net-worth individuals, families planning for retirement, business owners seeking wealth management, investors wanting independent fiduciary advice
Service area: Atlanta and surrounding metro areas, with national client base
Fiduciary Standard: Balentine operates as a fiduciary, legally required to prioritize client interests over their own, providing transparency and accountability in all financial advice.
Independent Advisory Firm: As an independent firm unaffiliated with product manufacturers, Balentine avoids conflicts of interest and can recommend solutions based purely on client needs rather than commissions.
Personalized Wealth Strategy: They provide comprehensive planning that addresses investment management, retirement strategy, tax efficiency, and estate considerations tailored to each client's unique situation.
Address: 3344 Peachtree Rd NE #2200, Atlanta, GA 30326
Phone: (404) 537-4800
Website: balentine.com
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