Firm Profile

Ballast, Inc.

High Net Worth Guide 2025

Ranked departments
High Net Worth

Ballast, Inc.

Ballast, Inc.

ballastplan.com

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About

Provided by Ballast, Inc.
High Net Worth
Firm Details

Ballast is a specialized, independent, and employee-owned financial planning and investment management firm headquartered in Lexington, Kentucky. Founded in 2005 (originally as Boardman Wealth Planning) and registered with the U.S. Securities and Exchange Commission, Ballast serves as a fiduciary partner to individuals, families, and business owners seeking to align their wealth with their life’s purpose.

With a deep and thorough understanding of each client’s financial picture and long-term goals, Ballast develops bespoke, creative solutions to optimize every aspect of a client’s financial life. The firm operates as a cohesive team, collaborating across specialties to provide clients with both strategic insight and day-to-day financial clarity.

Ballast Team
  • John Boardman (CFP®, CPWA®) Founder, CEO
  • Andy Reynolds (CFP®, CEPA®, MBA) Partner, COO
  • Brian Burton (CFP®, CIMA®) Partner, Chief Investment Officer
  • Cameron Hamilton (CFP®, MBA, CPWA®) Partner, Dir. of Financial Planning
  • Frank Yozwiak (CFP®, J.D., LL.M.) Director of Estate Planning/Tax
  • 14 Total Team Members
Firm Overview

To provide a balanced and purposeful perspective to wealth management by unemotionally guiding clients with honed expertise, responsible stewardship, and steady refinement throughout their lifetimes and across generations.

Main Areas of Practice

Financial Planning: Comprehensive, goals-based planning that integrates investments, taxes, retirement, and estate considerations.

Investment Management: Discretionary portfolio management focused on long-term growth, risk management, and tax efficiency.

Personalized Advice: Tailored strategies designed for each client’s financial and life goals.

Personal CFO Services: Coordinated oversight of a client’s entire financial ecosystem.

Financial Stewardship: Ongoing, fiduciary-driven guidance to ensure assets are managed with integrity and purpose.

Ballast, Inc. is an SEC-registered investment adviser, headquartered at 400 East Vine Street, Suite 400, Lexington, KY 40507. The firm is independent, employee-owned, and operates under a fiduciary standard of care, placing client interests ahead of its own.

Ranked Offices

Provided by Ballast, Inc.

USA - Head office
  • Lexington
    360 E. Vine Street Suite 320 , Lexington, Kentucky, USA, KY 40507
  • Web: ballastplan.com

Ballast, Inc. rankings

High Net Worth Guide 2025
Kentucky
Wealth Managers
1 Department
Department
Wealth Managers
Wealth Managers
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