In 2005, John Boardman founded Boardman Wealth Planning, now known as Ballast, to act as the “Personal CFO” of its clients, coordinating and managing all aspects of a client’s financial life.
Before Ballast, while attending Centre College, John was active in investment research while working on an endowment study with the school’s Director of Finance. After graduating from Centre College, John worked at a large bank for years. He worked his way up from equity trader to become one of the youngest Vice Presidents in the bank employing over 25,000 people. He was on the fast track, but he knew there was a better way to help people.
Although the bank provided great opportunities for John, he decided that his clients would be best served in a different form. So, he forged his own path. He believed then, as he does now, that he will be sitting across from his clients for thirty years. While there has been a company name change and continuous growth, in both the number of staff and households under management, the same unending effort to provide the best possible service and experience for clients remains the priority at Ballast since the inception 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 Investments & Wealth Institute and taught in conjunction with The University of Chicago Booth School of Business. John is also a CERTIFIED FINANCIAL PLANNER™ professional.
Outside of the office, John enjoys golf, running, cooking, and, most importantly, spending time with his wife Ann Wesley, his daughter Kate, his son Henry, and his dogs Buddy and Teddy.
Currently, in the community…