Since our founding, our vision remains steadfast: build a team that we would want to take care of our own families.
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We believe the best work is done through collaboration. Within our team, with our clients. Principles in practice together.

The Ballast Experience is the continuous refinement of a personalized financial map.
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Mid-Year Risk Refresher
John Boardman

  As financial planners, we work diligently to help clients construct and implement financial plans that create financial independence.  Whether it is a newly-minted physician or a soon-to-be retiring business owner, the goal is usually the same: accumulate a balance sheet that can safely provide, for the rest of a person or couple’s lives, a … Continued

State Pension Funding Gap Increases
Andy Reynolds

In a report released this month from the Pew Charitable Trusts, the nation’s state-run retirement systems had an estimated $968 billion underfunding in employee obligations at the end of 2013 – a $54 billion increase from the previous year.  While this data does not include the financial markets strong 2014 growth, the pension debt is … Continued

Markets Make Headlines
Cameron Hamilton

Wednesday’s halt of trading at the New York Stock exchange was one of several market stories that dominated not only the financial media, but also the front page and television newscasts last week. The NYSE suspended trading at 11:32am with no indication of when trading might resume.  How you experienced the suspension of trading was … Continued