The BAllast FAMILY

Your Financial Advocates

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

Our team of experts proactively anticipates and solves your needs by taking the time to understand your goals, passions, and what truly matters to you and your legacy.

The Values We Live By


As fiduciaries, we are committed to putting your best interests first with the highest standards of care at all times. The Ballast Experience is centered on a holistic approach– providing continuous refinement and accountability to meet your goals.

Problem Solvers

Our team of expert financial advisors goes beyond simply meeting your needs, continually refining your plan, providing consistent monitoring, oversight, and accountability to help you navigate complex financial matters.

Team-Based Approach

With our unique perspectives and expertise, we work together to develop the best strategy for you. We will collaborate with other professionals on your behalf, forging relationships with tax, legal, and insurance advisors to ensure the best outcome.

Accountability Partner

We work together to make your goals a reality, guiding you through some of the most important financial planning steps of your life so you can continue to make the most out of your financial security.

Thought Leaders

We provide you with extensive knowledge and expert financial advice through consultations, articles, and webinars. We go beyond traditional advising, offering innovative ideas and sophisticated solutions to address your complex needs.

Civically Involved

The Ballast team is composed of dedicated, active members of the community. As involved board members, committee members, and trustees of various organizations, we share our knowledge and learn from those in our community.

Deeply Grounded in Our Community

We Do Financial Planning Differently

Through intentionality and proactivity we strive to exceed any expectations you have of this industry. Whether you have worked with an advisor previously, or are new to the process– once you start working with us, you will know you are in the right hands.

Still have questions? Let's talk.

Yes.  Legally we are held to the highest standard of client care.  Ethically and morally, we hold ourselves to an even higher standard of client service.

The Ballast difference is a commitment to…

  • Being our clients’ Personal CFO with thorough accountability, leadership, and stewardship.
  • Providing advice built from a foundational knowledge and understanding of our client’s goals, fears, emotions, etc.
  • Proactive guidance with anticipation of a client’s needs and wishes.
  • Sophisticated knowledge of financial concepts in all disciplines related to clients’ finances.
  • Problem-solving and solution-finding to even the most challenging issues/opportunities. 
  • Investment management resulting from a financial plan, rather than cookie-cutter portfolios.
  • A commitment to non-proprietary funds, custodians, and vendors – allowing best-in-class solutions across all aspects of our services to clients.

Nothing. Our first conversation will be just that – a conversation. We want to learn about you as a person first, then we will talk numbers later.

We are adding new clients who we believe we can create value for. Our niche clientele includes…

  • High Net Worth & Ultra High Net Worth Families and Individuals Who have Accumulated Assets
  • People in Need of Guidance to a Financial Challenge/Opportunity
  • Business Owners
  • Medical Professionals
  • Nonprofits & Charities

When done correctly, we believe that proper financial planning is a living and breathing process. We can’t solve or meet your financial goals overnight. We look at you and your goals holistically and will help lead you down the path yet to be laid. 


Absolutely not. We find the best solutions for our clients in all aspects of our business and are agnostic to specific companies, fund families, custodians, or vendors.

We understand that spouses sometimes have differing goals. We help couples find a middle ground on the same path, while rationally discussing potential outcomes of decisions being considered.