Ballast, Inc. Employee Directory

Financial ServicesUnited States11-50 Employees

Since our founding, our vision remains steadfast: build a team that we would want to take care of our own families. We believe the best work is done through collaboration. Within our team, with our clients. Principles in practice together. The Ballast Experience is the continuous refinement of a personalized financial map. Together, we navigate career development, peak accumulation, financial self-sufficiency, retirement cash flow planning, and efficient wealth transfer. This evolving plan cultivates and protects your legacy.

Ballast, Inc. is a registered investment adviser with the SEC. Registration with the SEC does not indicate that the adviser has achieved a particular level of skill or ability, nor is it an endorsement by the SEC. All investment strategies have the potential for profit and loss. Ballast, Inc. is not engaged in the practice of law or accounting. Always consult an attorney or tax professional regarding your specific legal or tax situation.

Find Ballast, Inc. employees' phone numbers or email addresses

Ballast, Inc. Global Highlights

Location
Employees

North America
16

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  • United States Of America
    16

Ballast, Inc.'s Leadership

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    J. L.
    Chief Compliance Officer - Director Of Operations
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    B. B.
    Chief Investment Officer & Partner
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    J. B.
    Founder / Ceo / Financial Advocate
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    A. R.
    Partner / Coo / Financial Advocate
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    C. H.
    Partner / Director Of Financial Planning / Financial Advocate
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    B. B.
    Partner And Director Of Portfolio Strategy And Financial Advocate
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    F. Y.
    Director Of Estate Planning & Tax / Financial Advocate
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  • Stylized image of a person
    T. L.
    Paraplanner
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Contact profiles from Ballast, Inc.

Name
Title
Contact Info
Location
Last Update
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    A. R.
    Partner / Coo / Financial Advocate
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    United StatesKentucky
    Jan 08, 2024
  • Stylized image of a person
    J. L.
    Chief Compliance Officer - Director Of Operations
    Phone icon
    United StatesKentucky
    Nov 13, 2024
  • Stylized image of a person
    B. B.
    Chief Investment Officer & Partner
    Phone icon
    United StatesKentucky
    Oct 26, 2025
  • Stylized image of a person
    C. H.
    Partner / Director Of Financial Planning / Financial Advocate
    Phone icon
    United StatesKentucky
    Oct 25, 2025
  • Stylized image of a person
    J. B.
    Founder / Ceo / Financial Advocate
    Phone icon
    Jan 05, 2024
  • Stylized image of a person
    B. B.
    Partner And Director Of Portfolio Strategy And Financial Advocate
    Phone icon
    Oct 17, 2024
  • Stylized image of a person
    F. Y.
    Director Of Estate Planning & Tax / Financial Advocate
    Phone icon
    United StatesKentucky
    Jun 04, 2024
  • Stylized image of a person
    T. L.
    Paraplanner
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    United StatesKentucky
    Oct 21, 2025
  • Stylized image of a person
    C. M.
    Administrative Assistant
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    Apr 11, 2024
  • Stylized image of a person
    C. M. L.
    Administrative Assistant
    Phone icon
    United StatesMassachusetts
    Oct 23, 2024

Frequently Asked Questions

What is Ballast, Inc. known for?

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Ballast, Inc. was founded in 2005 operates in the Financial Services industry. The company's main headquarters is located in 400 E Vine St, Suite 400 Lexington, Kentucky 40507, US; you can contact the main corporate office by phone at . Explore Ballast, Inc.'s company overview page for more information.

What is Ballast, Inc.'s most common email format?

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Ballast, Inc. employees' email format typically follows the pattern of . Trying to find reliable and up-to-date employee contact data? Find more Ballast, Inc. email formats with LeadIQ.

How many employees does Ballast, Inc. have currently?

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Ballast, Inc. has approximately 13 employees as of December 2025. These team members are located across 1 continents, including North America.

Who are Ballast, Inc.'s key employees and leadership?

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As of December 2025, Ballast, Inc.'s key employees include:

  • Chief Compliance Officer - Director Of Operations: J. L.
  • Chief Investment Officer & Partner: B. B.
  • Founder / Ceo / Financial Advocate: J. B.
  • Partner / Coo / Financial Advocate: A. R.
  • Partner / Director Of Financial Planning / Financial Advocate: C. H.

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