Ballast Financial Advisors
Curated by SignalFinancial planning solutions empowering individuals to achieve financial goals.
Overview
Ballast Financial Advisors is a firm that focuses on financial planning and advisory services for individuals. The firm offers tools for client management and investment strategy development, which include predictive analytics, robo-advisory platforms, and customizable financial planning software. Their services cover investment strategies, insurance planning, and advice on work-life balance, addressing various aspects of personal finance. Ballast Financial Advisors highlights the importance of personalized service and proactive strategies, providing independent advice from certified financial planner professionals. The firm also emphasizes privacy and data protection, aiming to assist clients in reaching their financial objectives through a collaborative approach and diverse viewpoints.
Key facts
- Founded
- 2019
- Headquarters
- Georgetown, United States
- Stage
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- Industry
- Financial Technology
- Sector
- Wealth Technology
Business model
- GTM channel
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- 3 products and services
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