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Since our founding, our vision remains steadfast: build a team that we would want to advise our families.

Our team works as your personal financial advisor, helping you navigate through career development, peak accumulation years, and financial independence. As an objective partner, we help balance your retirement savings with personal spending, while providing cohesive and purposeful investment management. Our continuously evolving plan cultivates and protects your legacy.

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We Are Your Partner

Ballast is more than your advisor; we are your partner. We proactively monitor your continually evolving financial plan to help you achieve your financial goals. As fiduciaries, our team of CERTIFIED FINANCIAL PLANNER™ (CFP®) practitioners only have your best interests in mind. We are inspired by the trust clients place in our firm, and our financial advisors provide leadership with honesty, integrity, and the utmost loyalty.

We take the time to get to know you and understand your comprehensive financial situation—just as we would with a member of our own family.

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Optimized Planning

We strive to optimize your finances and financial decision-making. Together, we utilize financial planning tools to take advantage of different opportunities presented within your financial life. As your life evolves, so do our recommendations.

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The Ballast Client Experience

Choosing the right financial advisor is key to reaching your financial goals. Our team at Ballast serves as your personal CFO, coordinating and managing all aspects of your financial life.

Financial Planning

After a comprehensive review of personal and financial data, and by factoring in your personal goals, desires, and behavioral traits, we formulate your individualized financial plan. By taking the time to get to know you personally to build a solid and trusting relationship, we can work to proactively anticipate your needs and solve any problems.

Asset Management

You lead a complicated life. We strive to find optimal solutions to the complex needs and opportunities that your financial situation presents. With a sound financial plan as the foundation of our guidance, our team of advisors helps ensure that every aspect of your portfolio is optimized and purposefully invested.

Our Writings

Retirement Savings

The Ballast Atheneum is a collection of our thoughts on the twelve most important topics in financial planning. Today, the focus is on Insurance.   A fundamental job of a financial planner is to assist clients with retirement savings. How much do you need to save? Which account types should you use? Given multiple options,...

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Silicon Valley Bank, Likely Implications, and Client Action

By: John V. Boardman, III     Friday morning started on a positive note.  Markets rejoiced with a favorable labor report showing wage inflation falling below expectations signaling that the Federal Reserve’s efforts to contain inflation may be working.  However, the New York Stock Exchange, before the market opened, announced that trading on Silicon Valley...

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Insurance

The Ballast Atheneum is a collection of our thoughts on the twelve most important topics in financial planning. Today, the focus is on Insurance.   Insurance may be the most common form of financial protection out there. From protecting your loved ones from financial hardship after an untimely loss to protecting your income stream or...

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