Ballast Advisors

Ballast Advisors is a fee-based financial planning firm located in Woodbury, Minnesota. The company employs 15 people and generates $2 million in annual revenue. Ballast Advisors provides a range of financial services designed to help clients achieve their financial and retirement goals. These services include personal finance planning, investment management, tax planning, estate planning, retirement planning, protection planning, executive benefits, and small business planning. Ballast Advisors operates as a fiduciary, offering unbiased perspectives and recommendations tailored to each client's individual needs. They emphasize transparency, utilizing analysis, research, life experience, and observations to create balanced and flexible investment portfolios. Clients can schedule a complimentary consultation at one of Ballast Advisors' offices. The Woodbury location is at 683 Bielenberg Dr., Suite 208, Woodbury, MN 55125-1705, and can be reached at 651.478.4644.