Emily Barbour

Emily Barbour, CFP® is Principal and Head of Client Experience at Balentine, an Atlanta-based independent wealth management firm. In her current role, Emily oversees the design and delivery of a seamless, client-focused experience for high-net-worth families, ensuring their financial plans and investment strategies address both individual and generational objectives. She plays a key part in the firm's customized family office solutions, which include asset management across public and private markets, balance sheet and cash flow planning, and legacy stewardship for entrepreneurial families.

Emily specializes in working with affluent families and entrepreneurs, with a particular focus on holistic wealth management and tailored investment strategies spanning equities, fixed income, and alternative assets, including private capital offerings. Her role often involves advising on family governance, succession planning, and navigating complex wealth transfer issues, leveraging her expertise to deliver multi-generational impact.

With nearly two decades of industry experience, Emily has served as Relationship Manager and steadily progressed within Balentine, culminating in her leadership as Principal. She holds a B.A. in Psychology from Washington and Lee University and is a Certified Financial Planner™ professional, demonstrating significant expertise in behavioral finance and client engagement. Her contributions are recognized through firm leadership roles and her promotion to Principal in 2023, underscoring her commitment to building trust and driving innovation in private wealth advisory.