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.

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!

A TALE OF TWO ECONOMIES The economy is no longer being driven evenly.A relatively narrow cohort of high-income, high-ass...
05/20/2026

A TALE OF TWO ECONOMIES

The economy is no longer being driven evenly.

A relatively narrow cohort of high-income, high-asset households now exerts disproportionate influence over aggregate demand and consumer spending. Recent estimates suggest the top 10% of earners account for roughly half of all U.S. consumer spending, while the top 20% approaches 60%.

Read the full article from John in the latest edition of Ballast Magazine at ballastplan.com/connect

05/18/2026

The most effective charitable strategies do more than reduce taxes.

They align generosity, family values, investment strategy, and long-term legacy into one coordinated plan.

Charitable planning is most powerful when guided by intention. When generosity meets thoughtful planning, impact multiplies.

Read the full case study from Andy in Magazine 4: ballastplan.com/connect

05/18/2026
05/13/2026

Ballast Magazine Issue No. 4 has arrived! It's all about the legacy you leave.

Inside: market commentary, intentional wealth transfer, charitable planning, family legacy strategies, and the conversations shaping this next chapter of wealth management.

We hope you enjoy! Read the full issue at ballastplan.com/connect.

Want a hard copy? Send us a message or email ([email protected]), and we'll drop one in the mail for you!

05/11/2026

Markets are entering a more complex phase.

Inflation has eased from its highs yet continues to linger in ways that complicate the outlook for interest rates.

At the same time, markets are adjusting to a world with less central bank support and a structurally higher cost of capital.

This is where disciplined strategy matters most.

Check out the latest Market Update from Brian in our newest issue of Ballast Magazine. ballastplan.com/connect

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400 E Vine Street, Suite 400
Lexington, KY
40507

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Wednesday 8:30am - 5pm
Thursday 8:30am - 5pm
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