Ballast, Inc.

www.ballastplan.com

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.

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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.

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Country

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State

Kentucky

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City (Headquarters)

Lexington-Fayette

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Employees

1-10

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Founded

2005

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Estimated Revenue

$1 to $1,000,000

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Social

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Potential Decision Makers

  • Chief Compliance Officer - Director of Operations

    Email ****** @****.com
    Phone (***) ****-****
  • Partner / Chief Operations Officer / Financial Advocate

    Email ****** @****.com
    Phone (***) ****-****
  • Partner / Director of Financial Planning / Financial Advocate

    Email ****** @****.com
    Phone (***) ****-****
  • Partner , Director of Portfolio Strategy , and Financial Advocate at Ballast , Inc.

    Email ****** @****.com
    Phone (***) ****-****

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