Description
Ballast, Inc. is a Lexington-based financial planning firm dedicated to providing personalized wealth management and financial advisory services. They focus on holistic, fiduciary-driven strategies tailored to high net worth individuals, business owners, medical professionals, and nonprofits to help clients optimize their financial security and legacy.
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Frequently Asked Questions (FAQs)
Ballast, Inc. is located at 400 E Vine St STE 400, Lexington, KY 40507.
You can contact Ballast, Inc. by calling +1-8592260625.
Ballast, Inc. is listed under the following categories: Financial planner, Financial consultant, Investment service .
Ballast, Inc. provides services in the following areas: Lexington, Kentucky .
Ballast, Inc. offers the following products: Non-proprietary investment funds, Customized financial plans, Atheneum financial planning resource .
Ballast, Inc. provides a range of services, including: Wealth management, Financial planning, Investment management, Estate planning, Tax planning, Retirement planning, Exit planning, Philanthropic planning, Business owner financial advisory .
Ballast, Inc. specializes in: High net worth individual planning, Business owner financial strategies, Medical professional financial planning, Nonprofit and charitable organization planning, Holistic wealth management, Fiduciary advisory services .
Ballast, Inc. was established in 2015.
The languages spoken at Ballast, Inc. include: English .
Nearby Financial planner Businesses
Morgan Stanley Financial Advisors
444 E Main St Ste 111, Lexington, KY, 40507, US
Acuity Wealth Advisors
444 E Main St Suite 202, Lexington, KY, 40507, US
