What are the opening hours?

Monday 8:30am - 5pm Tuesday 8:30am - 5pm Wednesday 8:30am - 5pm Thursday 8:30am - 5pm Friday 8:30am - 5pm

Ballast, Inc.

Ballast provides a balanced & purposeful perspective to wealth management. Plan for the Future. Live for Today. Ballast, Inc.

We unemotionally guide with honed expertise, responsible stewardship, and steady refinement throughout your lifetime & across generations. Since our founding, Ballast has worked tirelessly to provide a service representing the highest level of integrity in the industry. As an independent, locally owned firm, we have access to institutional research and investments, while providing the flexibility and exceptional personalized service of a locally owned business. Through our continued commitment to serve as our clients' financial advocate and Personal CFO, we strive to develop, implement, and continually monitor an individualized plan where wealth meets purpose. 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. is not engaged in the practice of law or accounting. Always consult an attorney or tax professional regarding your specific legal or tax situation.

10/29/2026

Dereka, Christopher, and Carole are always available to help. Give us a call!

10/27/2026

Ballast Magazine Issue 5 is still available. Have you read it yet?

You'll find timely market commentary, practical planning strategies, estate planning insights from local professionals, charitable giving guidance, and stories that demonstrate the human side of financial planning, including a spotlight on Cameron Hamilton's passion for serving families and raising nearly $1 million for Alzheimer's research.

ballastplan.com/connect

10/22/2026

Here are five steps every family should take when working to protect aging parents:

1. Establish durable powers of attorney early.

2. Consolidate and simplify accounts.

3. Set up account monitoring with view-only access.

4. Add trusted contacts to every financial account.

5. Hold regular family money meetings.

Your parents spent a lifetime building what they have. The greatest gift you can give them is making sure they never lose it, or their say in it.

Read more in Issue 5 of Ballast Magazine: ballastplan.com/connect

10/19/2026

An inheritance or financial windfall isn't just about investing more money; it's about making smarter decisions. Join us tomorrow at 4:00 PM to hear more!

Register and watch here: https://us06web.zoom.us/webinar/register/WN_bIEPHlz6RhemI4jq1sOFbA

10/15/2026

In this issue of Ballast Magazine, we explore both sides of the AI story and why diversification remains just as important in periods of innovation as it is during uncertainty.

Read more in Issue 5 of Ballast Magazine: ballastplan.com/connect

10/13/2026

As fiduciaries, we are committed to putting your best interests first with the highest standards of care at all times. The Ballast Experience is centered on a holistic approach– providing continuous refinement and accountability to meet your goals.

Book a free consultation with Catherine today: https://ballastplan.com/contact/

10/09/2026

Throwback.

10/05/2026

Some of the most important financial conversations are also the hardest to start. Here, Catherine shares a few tips and best practices for navigating these discussions.

Learn more: ballastplan.com/connect

09/30/2026

Our team of expert financial advisors goes beyond simply meeting your needs, continually refining your plan, providing consistent monitoring, oversight, and accountability to help you navigate complex financial matters.

ballastplan.com/connect

09/25/2026

With intentionality and proactivity, we aim to exceed your expectations in this industry. Whether you have worked with an advisor previously or are new to the process– once you start working with us, you will know you are in the right hands.

Address

400 E Vine Street, Suite 400
Lexington, KY
40507

Opening Hours

Monday	8:30am - 5pm
Tuesday	8:30am - 5pm
Wednesday	8:30am - 5pm
Thursday	8:30am - 5pm
Friday	8:30am - 5pm

Website

http://www.ballastplan.com/

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