Trust Your Portfolio to a Steady Hand

When you partner with us, you’re not just getting one investment advisor – you’re getting a whole team of professionals committed to your success. We’ve navigated generations of market changes and have experience with a wide array of assets. Ballast Financial Group’s 100 years of combined experience can help you develop a plan that works for you and your family. We help you:


A portfolio isn’t just a collection of assets, it’s the main vehicle that brings you to your financial goals. We structure and manage your investments so that every feature – liquidity, diversity, and risk – better aligns with your future.


We believe that in an uncertain market, managing risk tolerance is one of the best ways to encourage stability. We help you define the risk tolerance that fits with your stage of life and hopes for the future.


Life is dynamic – our circumstances and priorities can change, and so does the economy. We remain by your side through every season, helping you review and adapt your portfolio for whatever is on the horizon.

The Right Investment Strategy for You

We partner with you to build an investment strategy that best supports your goals. There are a number of different tools we can use to implement your investment plan:


High-net-worth investors can access a wider variety of investments through a unified managed account (Personalized UMA) compared to a separately managed account. This type of account combines various asset types into a single integrated portfolio and is rebalanced on a regular schedule.  Advisory programs are not designed for excessively traded or inactive accounts and are not appropriate for all investors.


Mutual funds allow investors to own a diverse range of securities across different sectors and asset classes. Funds are managed by investment professionals and are frequently favored for their diversification and general flexibility.


Exchange traded funds (ETFs) are large collections of stocks and bonds that can be managed as a single fund. We recommend them for their transparency and tax efficiency.


While a well-balanced portfolio won’t be overly weighted in individual stocks or bonds, they’ll likely be integrated into your asset mix. Stocks typically offer higher return potential and liquidity but comes with higher potential risk, while bonds tend to promote steady interest payments and lower risks.

Start Your Investment Journey with Us Today



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.

Investment and Insurance Products are:

  • Not Insured by the FDIC or Any Federal Government Agency
  • Not a Deposit or Other Obligation of, or Guaranteed by, the Bank or Any Bank Affiliate
  • Subject to Investment Risks, Including Possible Loss of the Principal Amount Invested

This information is intended for use only by residents of (AK, AZ, CA, CO, DE, FL, GA, IA, ID, IL, IN, KS, KY, LA, MA, MI, MN, MO, NC, NE, NM, NV, NY, OH, OR, PA, SC, TN, TX, VA, WA, WI). Securities-related services may not be provided to individuals residing in any state not listed above.

For parties residing outside of the U.S., this information is: (i) provided for informational purposes only, (ii) not and should not be construed in any manner as an offer to participate in any investment or to buy or sell any securities or related financial instruments, and (iii) not and should not be construed in any manner as a public offering of any financial services, securities or related financial instruments. Products and services listed may not be available, or may have restrictions, depending on client country of residence.

Investment products and services are offered through Wells Fargo Advisors. Wells Fargo Advisors is a trade name used by Wells Fargo Clearing Services, LLC, Member SIPC, a registered broker-dealer and non-bank affiliate of Wells Fargo & Company.

Insurance products are offered through nonbank insurance agency affiliates of Wells Fargo & Company and are underwritten by unaffiliated insurance companies.

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