"My wife and I appreciate Ballast for many reasons. Above all, in contrast to previous financial advisors, our needs are met as individuals and not by a “one size fit all” approach. Ballast provides an all-inclusive financial advisory service and support that goes beyond market investing. They are always prompt to reply to inquiries and consistently courteous and responsive."

"We love working with Ballast because they show such personal care and attention to our family’s needs and goals. They assist with advice and solutions that meet our unique situation. Ballast has helped our family, in countless ways, navigate the “life happens” moments and they are always ready to meet the challenges that have us pivot from one goal to the next. They provide 360-degree services that not only elevate our wealth, but provide us with sound feedback and peace of mind."

"I know of no other financial planning organization that comes close to the level of integrity, knowledge, and scope of services that I currently receive from Ballast, Inc. This is why my personal assets have been moved to the Ballast team. I couldn’t be more pleased."

"We have been fortunate to have been a client of Ballast from the very beginning, when John Boardman began his wealth management business with so many talented individuals. To us, the firm is best in class, with great care being given to our individual and retirement accounts. They have helped to manage so many of our financial needs, especially as we get closer to retirement! We couldn’t recommend them enough, and appreciate so much their help in our being able to reach and exceed all of our financial goals."

"I met Ballast in 2015 at a continuing education symposium in Louisville, Kentucky. I was undergoing the sale of my dental practice at that time and in search of estate funding and planning. This turn of events was the most beneficial financial opportunity I could have encountered. We received a complete and thorough estate plan with outstanding results. My wife and I have developed a wonderful and trustworthy relationship with the Ballast team ever since. I would recommend Ballast without reservation."

"Everyone at Ballast is so friendly, helpful and available whenever I need them. I have a personal relationship with my financial advisors and know they have my best interests in mind! Not only has Ballast helped me be prepared for retirement (and perhaps early retirement), they've helped me meet other goals, like philanthropy, planning for home improvements and connecting me to other folks who are trustworthy and can help me in other areas!"

"Ballast has been a support for my growing business and my personal investments. I was searching for a local firm to help develop 401(k)s and inform me about market conditions that impact my business. The team at Ballast have been patient and wise mentors, providing a well-developed plan to secure my future."

"We love the people at Ballast who guide our financial security. They take care of us as if we were family. The professionals at Ballast, with their expertise and knowledge, were able to prepare our businesses for a safe and secure transition. Ballast took us from ground zero in investing for our future, and they guided us successfully to retirement."

"I expected a dry, numbers-based relationship: but surprised by the deeply grounded, humane thinkers ready to steer calmly through the worst and best life circumstances with humor and compassion. I recommended them to my sister. That should say it all."

“We have been with Ballast for over a decade now and have been impressed by the comprehensive, knowledgeable, and attentive personal services they have provided us. As a long-term client, we would enthusiastically recommend Ballast to any family looking to have a tailored long-term partnership with a Lexington-based wealth management group."