Ballast, Inc.
Rankings
Awarded leading firm in High Net Worth 2025
Ranked Departments:
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.
Media
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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
Provided by Ballast, Inc.
USA - Head office
Kentucky
400 East Vine Street, Suite 400, , Lexington, Kentucky, USA, KY 40507, Lexington
Ranked Departments
Ballast, Inc.
Top figures
14
Employees
4
Partners
2005
Established in
Key people
Capabilities
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