Ballast, Inc.

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.

• 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

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.

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.