Ballast Advisors – St Paul

Ballast Advisors - St. Paul is a financial planning firm in St. Paul, MN. The firm operates as a registered investment advisor and fiduciary team, helping clients achieve long-term financial goals through strategic planning and wealth management. Their services include comprehensive retirement planning, personalized tax planning, and risk management strategies to navigate market volatility.

The team utilizes a six-step process to identify client goals, analyze balance sheets, and develop actionable recommendations. They consolidate financial information to provide clarity on current situations while planning for the future. The firm offers wealth management that incorporates various asset segments, including domestic and global equities, fixed income, emerging markets, real assets, and alternative strategies. They provide oversight for diverse holdings, such as 401(k) plans, stock options, and other executive benefits.

Ballast Advisors works to coordinate with a client's other professional advisors, such as accountants, attorneys, and bankers, to ensure all parties are working toward common objectives. Clients can engage with the team through in-person or virtual meetings. The firm is located at 2550 University Avenue West, Suite 314-N, in St. Paul, MN.

Located on University Ave W, the firm is situated just steps from North Eustis Street and within a short walk of local landmarks such as South Saint Anthony Park and the public artwork Under the Same Sun.

BizScoreAI gives Ballast Advisors a technical score of 88 out of 100, ensuring the website is secure and readable by search engines without errors. The firm also holds a discoverability score of 75 out of 100 for AI Visibility, which confirms that AI crawlers can access every page to support future recommendations.