Ballast, Inc.
Built for financial security, by financial experts.
BUSINESS LOCATION
400 E Vine St STE 400, Lexington, KY, 40507, USCONTACT HUB
BUSINESS OVERVIEW
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.
SERVICE AREAS
Lexington
Kentucky
WORKING HOURS
CLOSED UNTIL 08:30 AMSERVICES & SPECIALTIES
- High net worth individual planning
- Business owner financial strategies
- Medical professional financial planning
- Nonprofit and charitable organization planning
- Holistic wealth management
- Fiduciary advisory services
- Wealth management
- Financial planning
- Investment management
- Estate planning
- Tax planning
- Retirement planning
- Exit planning
- Philanthropic planning
- Business owner financial advisory
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(859) 226-0625.
Ballast, Inc. is listed under the following categories: 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 .
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