The plan and partner you need to navigate every season and market condition.
Life’s Unknowns Don’t Have to Wreck Your Confidence
You work hard for a secure future, but we know it’s not always smooth sailing. Life transitions like retirement, divorce, or the death of a loved one can hit you with waves of uncertainty: Do I have enough? Am I going to be okay? Is there something I’m missing? Add in a complex financial market and it’s no wonder so many of us start to wonder if we’ll reach our goals, or if we’re even on the right course.You don’t have to figure it out alone. Our team of Grand Rapids-based financial advisors can help provide the clarity and security you’ve been looking for.
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Achieving Financial Goals is About More Than Just Hitting a Number
Our team represents over 100 years of expertise in helping clients navigate recessions, career shifts, growing families, and more time and time again. Our services help you enjoy freedom and stability along the way. We’d love to see our personalized guidance bring reassurance to your life.
The best decisions are made with wise counsel. Our team has the tools to help you make sense of your circumstances and the experience needed to identify opportunities that bring you closer to your ideal future.
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Selling or transferring your business? Let our team of business transition planners help you craft an exit plan that honors your hard work and your future.
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As a Wells Fargo Advisor, we’re able to offer products, services, and technology from one of the nation’s largest providers.
Our approach to asset management begins with defining your goals. We align your portfolio with your bigger financial picture and manage your investments to help minimize risk and increase return potential.
Our first conversation is an investment in you, as we listen and answer your questions.
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We put our expertise to work for you, crafting the investment plan that lets you know where you stand and gets you where you want to be.
We continually review your plan and make adjustments as your life changes and your goals grow. We’ll be there to celebrate each win and help keep you on the right course.
Frequently Asked Questions
Can Ballast Financial Group answer questions that my friend or family members have about their finances?
Does Ballast Financial Group review all investments, or just the investments with Ballast Financial Group?
Can Ballast Financial Group help with investing and other financial needs?
What if I don’t feel the timing is right to invest?
Advisory programs are not designed for excessively traded or inactive accounts and are not appropriate for all investors.
The fees for the Personalized Unified Managed Account (Personalized UMA) program are negotiable and may vary, depending on the level of assets in the account and products/strategies selected, and are assessed quarterly in advance. The fees include Advisory services, performance measurement, transaction costs, custody services and trading. The fees do not cover the fees and expenses of any underlying packaged products used in your portfolio. Advisory programs are not designed for excessively traded or inactive accounts and are not appropriate for all investors. Please carefully review the Wells Fargo Advisors advisory disclosure document for a full description of our services, including fees and expenses. The minimum account size for this program is between $10,000 and $2,000,000, depending on strategy selected