BALLAST

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... Ballast is an independent wealth management firm. Our team works to ensure our clients receive the best financial planning, investment management, and service... 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.

Primary location: Lexington United States