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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What Comprises A Sound Estate Plan?
John Boardman

There is no more important aspect to your financial plan than an estate plan.  That might seem to be a shocking statement to some and that is likely because of the misconception of what comprises a comprehensive estate plan.  While most clients come to us focused on their investment portfolio and cash flow needs, we … Continued

Ballast Atheneum Announcement
Ballast

Happy New Year!  We hope you had a joyous holiday season and enjoyed time with family and friends.  With the turn of the calendar we are energized by the renewed opportunity to serve you.  We would like to preview some enhancements to our service that we will introduce this year. This Year’s Theme: Protect Over … Continued

OPEC Nations Face Prisoner’s Dilemma
Cameron Hamilton

Two bank robbers are apprehended by the police and taken down to the station for questioning.  The police know they don’t have enough evidence for a conviction, so they opt for interrogation.  Each robber is placed in a separate room and offered a deal: blame your partner for planning the heist and you will receive … Continued