Balentine - A Wealth of Perspective

08/26/2026

Balentine is proud to return as a sponsor of the Atlanta Art Fair, back at Pullman Yards for a four-day celebration of the creativity that makes the Southeast so special. For the second year, we are excited to award the Balentine Prize to an emerging artist from the region, one small way we get to champion the artists shaping our community.

Mark Bell serves on the Atlanta Art Fair's Advisory Board and will return as a juror for the Prize again this year.

🎨Learn more about The Balentine Art Prize: https://theatlantaartfair.com/2026-balentine-prize/

08/25/2026

We're honored to be recognized among Atlanta's leading financial planning and advisory firms by the Atlanta Business Chronicle.

We're proud to serve clients in the community we call home and grateful for the trust they place in us every day.

Link to full disclosure: https://lnkd.in/eJ7Xrusx

08/07/2026

We're excited to celebrate the well-earned promotions of seven incredible colleagues, which reflect the hard work and dedication they bring to work each day. We're grateful for how they strengthen our team and support our clients. Please join us in congratulating them! 🎉

• Caroline Caldwell, Senior Associate Relationship Manager
• Jenn Cunningham, Chief of Staff
• Clifton Dortch, Senior Relationship Manager
• Jamie Fausnaugh, Senior Administrative Associate
• Josh Friedland, Senior Manager, Business Advisory & Private Capital
• Victor Gitau, Senior Associate Relationship Manager
• Michael Jin, Associate, Business Advisory & Private Capital

07/28/2026

Balentine has been named a 2026 Top RIA Firm by Worth Media. The ranking is based on SEC-filed data, rather than an application or nomination, evaluated alongside criteria like independence from broker-dealers and a genuine focus on comprehensive planning for high-net-worth families. Thank you to our clients for the trust that makes this kind of recognition possible.

Link to the full list: https://worth.com/leading-advisors/top-registered-investment-advisor-ria-firms-worth/

11/08/2023

We are excited to share we have made it on the Inc. Magazine list of fastest-growing private companies in America! This is a huge accomplishment and a testament to the hard work and dedication of our team. As we grow, our priority remains focused on our clients and employees.

Thank you to everyone at Balentine who has helped us along the way. This is truly a team effort, and we couldn't be more proud of what we've achieved together.

Balentine: An employee-owned firm offering conflict-free advice and sophisticated wealth management solutions to entrepreneurs and their families.

11/06/2023

After building a successful business, entrepreneurs may look to create a legacy that extends beyond their lifetime. But where should they start?

In a recent Fast Company piece our CEO, Adrian Cronje, explores principles that can guide you when building a foundation for long-term success, regardless of your goals.

As a long-time investor and entrepreneur in the wealth management industry, I’m passionate about guiding entrepreneurs with principles to live by when it comes to turning business success into long-term wealth and legacy.

11/02/2023

Congratulations, Rob Ragsdale, on your well-deserved recognition by the Triangle Business Journal with the 2023 Corporate Leadership Award. This prestigious honor is a testament to your outstanding contributions to the Triangle business community and your unwavering commitment to excellence at Balentine.

In an interview with the TBJ, Rob shared insights on the importance of his role at Balentine, his greatest achievements, challenges, and more.

Read his full interview with TBJ here:

The Triangle Business Journal honored Rob Ragsdale with a 2023 Corporate Leadership Award.

11/01/2023

It is our Halloween tradition to host Balentine Boos - an evening of trick-or-treating, games & spooky crafts for Balentine employees & their families.

This year, we were pleased to welcome Hermione Granger, Cookie Monster, Barbie, Cruella de Vil, Mario, Luigi, and more!

10/26/2023

We are proud of our Chairman Robert Balentine for earning a spot on Barron's list of America's top independent financial advisors for the 10th year in a row, and we are honored to learn from his four decades of experience guiding families on their wealth and legacy journeys. https://hubs.la/Q026sKZG0

10/12/2023

With a high degree of uncertainty in the economic outlook, CEO Adrian Cronje, Ph.D., CFA believes investors should remain patient and disciplined.

Read our Q3 Market & Economic Report to learn about the opportunity that after-tax cash management offers, our cautious and selective approach in public markets, and our enthusiasm for committing to our private capital managers, who are poised to take advantage of the coming disruption.

https://hubs.ly/Q025mV0s0