In 2005, John Boardman founded Boardman Wealth Planning, now known as Ballast, to serve as the “Personal CFO” of its clients, coordinating and managing every aspect of a client’s financial life. Before Ballast, while attending Centre College, John was active in investment research, working alongside the school’s Director of Finance on an endowment study. After graduating, he spent years at a large bank, working his way up from equity trader to become one of the youngest Vice Presidents at an institution employing more than 25,000 people.
John knew there was a better way to help people, so he forged his own path, believing then, as he does now, that he would be sitting across from his clients for thirty years. While the firm has changed its name and grown steadily in staff and households served, the same unrelenting commitment to client service has defined the firm since the founding of Boardman Wealth Planning in 2005.
In addition to more than 22 years of experience, John holds the Certified Private Wealth Advisor® (CPWA®) certification, administered by the Investments & Wealth Institute and taught in conjunction with the University of Chicago Booth School of Business. He is also a CERTIFIED FINANCIAL PLANNER™ professional.
Outside the office, John enjoys golf, running, and cooking, and most importantly, spending time with his wife, Ann Wesley, his daughter, Kate, his son, Henry, and his dogs.
In the community…
