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Monday 8:30am - 4:30pm Tuesday 8:30am - 4:30pm Wednesday 8:30am - 4:30pm Thursday 8:30am - 4:30pm Friday 8:30am - 4:30pm

Ballast Advisors

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United States
Woodbury, MN
Ballast Advisors

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At Ballast Advisors, we design financial planning strategies that align to our clients dreams for th

Ballast Advisors is a place where people listen attentively to your story, the kinds of stories given to hopeful beginnings and promising futures. Every day we learn about our clients’ dreams, hopes and aspirations, the very fabric that creates their life stories. It is a privilege when we can play a part in the narrative that shapes our clients’ lives. There is no greater affirmation than to witness the words of the storyteller come true.

10/29/2026

Real estate, a business, or retirement accounts can make up most of someone's wealth while leaving little easy-to-access cash. Our article explains why liquidity matters and how to plan for it.

Worth a read this Financial Planning Month: https://www.ballastadvisors.com/blog/you-can-have-significant-wealth-and-still-be-short-on-liquidity

10/27/2026

The last few months of the year are a natural time to check in on your finances. Our latest article lists five financial moves to consider before year-end, from reviewing your portfolio to planning charitable gifts.

Read it during Financial Planning Month: https://www.ballastadvisors.com/blog/five-financial-moves-to-bring-balance-before-year-end

10/23/2026

Helping family, traveling now, and saving for later all compete for the same dollars. Finding the right balance takes a plan. Our article shares how to think about short and long-term goals together.

A good read for Financial Planning Month: https://www.ballastadvisors.com/blog/the-right-balance-financial-planning-for-short-and-long-term-goals

10/20/2026

Lives change. Goals shift, families grow, health and markets move. A retirement plan built years ago deserves a fresh look.

This Financial Planning Month, our latest article explains why revisiting your plan matters and what to look at first:

https://www.ballastadvisors.com/blog/the-retirement-plan-you-started-with-may-not-be-the-one-you-need-today

07/28/2026

What's your business really building?

We often find that business owners spend so much time running the business, they rarely pause to ask bigger questions.

-What is the business worth today?
-Is it supporting your long-term goals?
-What does life look like after your exit?

Sometimes the most important business decisions aren't about today. They're about where you're headed next.

See how our Small Business Planning process can help you think through the road ahead: https://ow.ly/bo4050ZjESo

07/14/2026

The most meaningful part of this work can't be found on a monthly statement.

Not every conversation is about markets or financial decisions.

They're the times families needed support most.

Sometimes, it's about helping families through life's most difficult moments. Those relationships remind me this work reaches far beyond investments.

Thank you to every family who has trusted me through life's biggest milestones and its hardest moments.

07/09/2026

What keeps you up at night?

We've found that many people spend years building a life, a business, or a legacy without stopping to ask one question:

What happens if life doesn't go as planned?

Protection planning isn't about expecting the worst. It's about preparing for the unexpected and making sure the people who matter most are considered.

See how protection planning fits into a well-rounded financial strategy: https://ow.ly/X3c350ZjEUl

07/07/2026

The right relationships can make all the difference.

We were grateful to see such a strong turnout at our recent St. Paul client event.

It was a meaningful opportunity to connect and strengthen these important relationships.

Thank you to everyone who joined us and made the event so special.

07/04/2026

Happy Fourth of July!

Today, we're celebrating the United States’ 250 years by taking a moment to appreciate the freedoms we enjoy, the people we share them with, and the communities we're proud to be part of.

We hope your day is filled with good company, great memories, and a little time to reflect on what matters most.

Wishing you a safe and enjoyable holiday weekend.

06/25/2026

What if tax season didn’t feel like a last-minute scramble?

Now that it’s behind us, we’ve been thinking about how much smoother things can be with a more connected approach throughout the year.

When planning and preparation work together, it helps remove the guesswork and keeps everything more organized.

A little preparation now can go a long way when next year rolls around. If you’re curious how that can look, we shared more here: https://www.ballastadvisors.com/services

Address

683 Bielenberg Drive , Suite 208
Woodbury, MN
55125

Opening Hours

Monday	8:30am - 4:30pm
Tuesday	8:30am - 4:30pm
Wednesday	8:30am - 4:30pm
Thursday	8:30am - 4:30pm
Friday	8:30am - 4:30pm

Telephone

+16514784644

Website

https://www.ballastadvisors.com/

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