Firm PROFILE
Ballast, Inc.
High Net Worth 2025
Rankings
Leading firm in High Net Worth 2025
Ranked Department
Ranked Department
Top figures
4
Partners
14
Company Size
2005
Established Year
Content provided by Ballast, Inc.
Overview
Provided by Ballast, Inc.
Ballast is an independent, employee-owned financial planning and investment management firm founded in 2005 and headquartered in Lexington, Kentucky. As an SEC-registered fiduciary, Ballast serves individuals, families, and business owners through comprehensive financial planning, discretionary investment management, and Personal CFO services. Every strategy is built around each client's full financial picture and long-term goals, with one aim: aligning wealth with purpose.
Industry sectors (1)
- Financial Services
Capabilities (5)
- 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.
Key people
Provided by Ballast, Inc.
John V. Boardman, III, 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, Director of Financial Planning
Media
Provided by Ballast, Inc.
Work & experience
Provided by Ballast, Inc.
Ballast's philosophy is simple: fiduciary-first, unemotional, and goals-based. The firm specializes in comprehensive financial planning, discretionary investment management, and Personal CFO services for high-net-worth individuals, families, and business owners. Ballast's collaborative team model ensures clients receive integrated strategy across investments, taxes, estate, and cash flow, with one consistent point of accountability throughout.
Ranked Offices at Ballast, Inc.
Provided by Ballast, Inc.
Ranked Departments at Ballast, Inc. (1)
Top figures
4
Partners
14
Company Size
2005
Established Year
Content provided by Ballast, Inc.
What success is built on
Chambers is the leading data and intelligence partner for the legal sector.