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Ballast Point Financial Planning, LLC

EST. AUM
$162,385,487

CONTACTS
4

CLIENT ACCOUNTS
456

Firm Details

Metro area San Francisco
CRD Number 283295
Website ballastpointfp.com
Client types

Overview

Ballast Point Financial Planning is an independent, fee-only financial advisory firm founded in 2016 by Shawn Tydlaska, CFP®, MBA. The firm specializes in serving young-to-mid-career professionals, particularly those with equity compensation, by offering integrated financial planning, tax preparation, and investment management services. Operating under a fiduciary standard, Ballast Point ensures that all recommendations are made in the best interest of the client, free from commissions or vendor incentives. The firm's mission is to empower one million young professionals by aligning their finances with their core values, helping them navigate financial stressors and make informed decisions through education and clear communication.

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Address

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

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