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Our focus is on you

So many financial planning institutions today utilize a set structure with no flexibility for the individual need; therefore creating a limited visions of success. Instead our focus is on you, so we can provide the individuality necessary to build a long-term relationship between our advisors and clients.

Our advisors possess the necessary experience and specialized technical skills to help you navigate the intricate issues and challenges faced by high net worth families.

Because executive compensation packages can be complex, our over 150 years worth of combined experience in financial planning can help streamline your analysis.

Individuals in or near retirement

As you think about retiring, what dreams do you have in mind? Are there activities you want to make sure you can afford every year? How about work around the house you no longer want to do? We draw on the extensive experience of our financial advisors to help create a clear actionable roadmap.

Fiduciary Responsibility

We operate in a fiduciary capacity which means we offer you unbiased perspectives and recommendations, searching for not only a suitable solution, but the best solution for your interests and individual needs, doing so with full transparency.

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Wealth Management in the Twin Cities and Southwestern Florida

Ballast Advisors is a fee-based financial planning firm.  Our financial advisors serving the Twin Cities and Southwestern Florida can help you reach your retirement and financial goals.  Our offices are located in Woodbury, MN, Arden Hills, MN and Punta Gorda, FL.

Client-Centered
Financial Advice

Decisions for financial advice depend highly on the individual and must be built to be flexible with the changes that come along. Some of those might be simple adjustments, others a complete new direction.  We value creating strong relationships with our clients. We are dedicated to being responsive and timely and always looking for opportunities for innovation and improvement. 

Comprehensive Financial Planning

The financial services offered by Ballast Advisors reflects our focus on our clients. We’re committed to the process of creating a comprehensive financial plan for you, because we think it’s the best way to deliver excellent financial advice. We offer the following services:

Personal Finance Planning
Investment Management
Tax Planning
Estate Planning
Retirement Planning
Protection Planning
Executive Benefits
Small Business Planning

Experienced and Dedicated Financial Advisors

We operate in a fiduciary capacity which means we offer you unbiased perspectives and recommendations, searching for not only a suitable solution, but the best solution for your interests and individual needs, doing so with full transparency.We strive to provide you sound financial advice, backed not only by analysis and research, but by life experience and observations that can offer you a balanced and flexible investment portfolio.  We value teamwork, take pride in our professionalism, and value the utmost privacy of our clients.  Learn More about our Team 


 

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Schedule your complimentary, no-obligation financial planning consultation today

At Ballast Advisors, our team of specialists and advisors in Minnesota or Florida will work together on your behalf to create a comprehensive plan for your financial goals.

We utilize a personalized approach to financial planning that incorporates income distribution planning, investment management, Social Security planning, health care planning, long-term care planning, estate planning and risk management.

We draw on the extensive experience of our financial professionals to help create a clear, actionable road map in planning for your goals.

The first step in our investment strategy is getting to know our clients- to understand their dreams, goals and create a complete picture of their financial situation.

This comprehensive approach to discovery and assessment is integral to the way we do business. Only when we have a true understanding of a client’s needs and goals can the investment process begin. Building on that foundation, we recommend strategies and investments that are in alignment with our client’s goals while managing risk.

Schedule your free Financial Planning consultation today!

Are you looking for a certified financial advisor in the Minnesota or Florida area? Fill out the contact form and our team will link you to an advisor in one of our offices in St. Paul, MN, Woodbury, MN or Punta Gorda, FL.

Contact Form

 
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