Ballast, Inc.

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.

06/22/2026

What are the top 5 ways to prep for seamless transition of assets? Frank fills us in!

Check out his full article in Issue 4 of Ballast magazine at ballastplan.com/connect

WEBINAR TODAY | 4:00 PMHow can charitable giving create a lasting impact for your family, your community, and future gen...
06/16/2026

WEBINAR TODAY | 4:00 PM

How can charitable giving create a lasting impact for your family, your community, and future generations?

Join Andy Reynolds and Lisa Adkins, President & CEO of Blue Grass Community Foundation, TODAY at 4:00 PM as they discuss donor-advised funds, charitable legacy planning, business-owner strategies, Endow KY tax credits, and how families can align their wealth with their values.

Register to watch live or sign up to receive the replay: https://us06web.zoom.us/webinar/register/WN_bIEPHlz6RhemI4jq1sOFbA

Lisa was also featured in Issue 4 of Ballast Magazine - check it out here: ballastplan.com/connect

Ballast is pleased to introduce you to our summer intern, Jake Nahra.Jake is a rising senior at Auburn University, where...
06/12/2026

Ballast is pleased to introduce you to our summer intern, Jake Nahra.

Jake is a rising senior at Auburn University, where he is pursuing a degree in accounting. On campus, Jake serves as President of the Tau Kappa Epsilon fraternity and works as a tutor for the School of Accountancy.

Originally from Lexington, Jake is a graduate of Sayre School and looks forward to applying his leadership experience and academic background to a career in the financial industry.

We hope you get the opportunity to meet him over the summer!

06/08/2026

What is a DAF?

A Donor-Advised Fund (DAF) is a charitable vehicle operated by a nonprofit organization, most often a local community foundation.

Cameron explains a few of the many uses and benefits for charitable-minded families.

Read more about legacy and giving in Issue 4 of Ballast Magazine: ballastplan.com

Join Ballast and friends for the annual Bluegrass 10k in downtown Lexington! It's a tradition! You're invited to our tai...
06/05/2026

Join Ballast and friends for the annual Bluegrass 10k in downtown Lexington! It's a tradition! You're invited to our tailgate and sponsored entry into the Bluegrass 10k, 5k (new this year), or the 1-mile Fun Run on Saturday, July 4th.🏃🎆

We make the running part easy! Use our code to join our team, and we'll pick up your bib and race packet, provide free parking, pre- and post-race drinks and snacks, and more! We can't wait to see and run with you!

Sign up here:
https://runsignup.com/Race/Register/RaceGroup-2035244?raceId=39833

Check your email from Ballast to learn how to gain sponsored entry!

See you there!

UPCOMING WEBINAR:Join us on Tuesday, June 16, at 4:00 p.m. for a conversation with Andy Reynolds and Lisa Adkins, Presid...
06/03/2026

UPCOMING WEBINAR:

Join us on Tuesday, June 16, at 4:00 p.m. for a conversation with Andy Reynolds and Lisa Adkins, President + CEO of Blue Grass Community Foundation.

WATCH/SIGN UP HERE: https://us06web.zoom.us/webinar/register/WN_bIEPHlz6RhemI4jq1sOFbA

We also featured Lisa in the latest issue of our magazine. Read the interview here: ballastplan.com/connect

In this month’s webinar, Andy Reynolds (COO) and Brian Burton (CIO) discuss what’s happening across the U.S. economy and...
05/22/2026

In this month’s webinar, Andy Reynolds (COO) and Brian Burton (CIO) discuss what’s happening across the U.S. economy and markets today. They cover several of the headwinds investors continue to face, including sticky inflation, higher-for-longer interest rates, geopolitical uncertainty, the K-shaped economy, and ongoing valuation concerns.

They also discuss some of the tailwinds helping support markets and economic growth, including continued investment in AI and technology, resilient labor markets, fiscal stimulus, productivity improvements, and overall market momentum.

Check it out! And as always, if there are any questions or topics you’d like us to cover in a future webinar, don’t hesitate to reach out.

Learn more about Ballast: https://ballastplan.com/Ballast, Inc. is a registered investment adviser with the SEC. Registration with the SEC does not indicate ...

We are proud to support these readers!
05/21/2026

We are proud to support these readers!

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

Alerts

Be the first to know and let us send you an email when Ballast, Inc. posts news and promotions. Your email address will not be used for any other purpose, and you can unsubscribe at any time.

Contact The Business

Send a message to Ballast, Inc.:

Shortcuts

Featured

Share

Category