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Ballast Financial

EST. AUM
$500,000,000

CONTACTS
5

CLIENT ACCOUNTS

Firm Details

Metro area North Jersey
CRD Number
Website ballastfin.com
Client types

Overview

Ballast Financial, LLC is an independent financial services firm based in Mount Laurel, New Jersey. The firm was founded by advisors committed to providing retirement, estate, and comprehensive financial planning services tailored to individual client goals. Ballast Financial operates on the LPL Financial brokerage platform while delivering advisory services through Private Advisor Group. The team focuses on personal relationships, ongoing guidance, and objective planning support. Core capabilities include retirement and estate planning, investment and securities management, tax-deferral strategies, and broader financial planning. The firm positions itself as a stable, long-term partner helping households pursue financial security and confidence.

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Address

925 West Lancaster Ave
Suite 220
Bryn Mawr, PA 19010
Tel: (610) 642-1481 

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