Since our founding, our vision remains steadfast: build a team that we would want to take care of our own families. We believe the best work is done through collaboration. Within our team, with our clients. Principles in practice together. The Ballast Experience is the continuous refinement of a personalized financial map. Together, we navigate career development, peak accumulation, financial self-sufficiency, retirement cash flow planning, and efficient wealth transfer. This evolving plan cultivates and protects your legacy.
Ballast, Inc. is a registered investment adviser with the SEC. Registration with the SEC does not indicate that the adviser has achieved a particular level of skill or ability, nor is it an endorsement by the SEC. All investment strategies have the potential for profit and loss. Ballast, Inc. is not engaged in the practice of law or accounting. Always consult an attorney or tax professional regarding your specific legal or tax situation.
Company Details
- Employees
- 12
- Founded
- 2005
- Address
- 400 E Vine St,
- Industry
- Financial Services
- NAICS
-
Finance and InsuranceMonetary Authorities-Central Bank
- Website
- ballastplan.com
- Keywords
- Financial Planning, Personal CFO Services, Portfolio Management, Retirement Planning, Asset Allocation, Tax Reductions, Estate Planning, College Savings, Roth.
- HQ
- Lexington, Kentucky
Ballast, Inc. Questions
Ballast, Inc.'s website is ballastplan.com
Ballast, Inc.'s LinkedIn profile is https://www.linkedin.com/company/ballastplan
Ballast, Inc. has
12 employees.
View email and phone details for 12
employees at Ballast, Inc..
Ballast, Inc.'s industry is
Financial Services
Ballast, Inc.'s top competitors are
Vast Glass,
Wealthsouth,
Ria Advisory Group,
Surgery On Sunday Inc,
Joule Financial,
Kentucky Medical Association,
Family Financial Partners,
Evangelical Presbyterian Church,
Signature Wealth Group,
Ballast.
Ballast, Inc.'s categories are Financial Services
Ballast, Inc.'s founding year is 2005
