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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

Open Enrollment Period

This week, we have a quick video from Cameron Hamilton. Many of you are currently in an open enrollment period for health insurance. Based on the plans we are seeing, for many, it may be better to choose a High Deductible or HSA Eligible plan. Give us a call and we can help you decide...

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Evaluating a Pension Buyout

Key Takeaways:   Calculating the “hurdle rate” of return is an important first step in determining whether staying in the pension or taking a lump sum is the best option for you. Beyond the math, there are other big-picture variables that should be considered before deciding. The pension vs. lump sum decision should be made...

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Year-End Financial Planning & Investments Among Market Volatility

By: Andy Reynolds, CFP®, MBA COO/Partner – Ballast, Inc.     With the recent stock market volatility, many investors have, and understandably so, buried their heads in the sand, shredding investment statements without looking and focusing outside of their financial life. While many choose to simply not look, the volatility provides significant opportunities for financial improvement,...

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