Balentine - A Wealth of Perspective

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

10/11/2023

Where do your best ideas come from? Share your answer in the comments below.

During his acceptance speech at the Atlanta Business Chronicle's 2023 Most Admired CEOs event, our CEO, Adrian Cronje, goes into depth on this question and gives examples of those who have impacted him most.

"My best ideas come from our clients we have the privilege to serve. My best ideas also come from our talented employees." We hope you share insights into your ideas and read the full speech in the comments below.

10/09/2023

Join us and become part of Balentine's greatest asset: our people.

We are now hiring an Executive Assistant to Chairman and CEO (Atlanta).

We are seeking a dynamic and motivated person who shares our core values of integrity, excellence, entrepreneurial spirit, and mutual respect. If you are looking for a challenging and rewarding opportunity to work with a talented team and make a real impact, we encourage you to apply.

Balentine’s culture reflects a collaborative workforce driven by excellence and a commitment to lifelong learning. Our goal is to create an environment where motivated people flourish.

10/06/2023

Jennifer Dangar has been an instrumental part of Girl Talk, Inc. as a member of the board for over 10 years. During this time, she has helped empower girls to embrace their leadership potential and led key board recruitment and fundraising activities. She is a true inspiration to the girls, community, and supporters who give their time to support the Girl Talk mission.

Congratulations, Jennifer, on being honored with the well-deserved Inspiration Award at the Girl Talk LeadHER Luncheon! Thank you, Jennifer, for your commitment to championing the next generation of leaders!

10/04/2023

Obtaining health insurance for your college student or thinking through emergency medical care for your young adult child can be a complex situation to navigate — and we're here to help.

John Maddison, CFA, CFP®, and Kathryn Sandoval, CFP®, CTFA, discuss ways to protect your family's financial future, specifically emergency medical planning and health insurance in this blog on College Healthcare Considerations.

Read it here: https://www.balentine.com/insights/college-healthcare-considerations

09/27/2023

It was a pleasure to welcome clients, colleagues, Atlanta team members, family, and friends to Raleigh's brand-new office last week. We were so grateful for the support and enthusiasm as we celebrated this milestone in our company's growth - and look forward to working in this community for years to come.

09/19/2023

What was your first job? And what lessons did you learn from it?

In this article for Triangle Business Journal, John Maddison, CFA, CFP®, Head of Financial Planning, takes a walk down memory lane. He reflects on lessons he learned working at a marine detailing business 25 years ago, including the importance of the attention to detail.

The Business Journals features local business news from 40-plus cities across the nation. We also provide tools to help businesses grow, network and hire.