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Fiduciary financial advisors for your
retirement
investment
executive compensation
tax planning
legacy planning
 goals.

We're committed to creating a comprehensive financial plan for you, because we think it’s the best way to deliver excellent financial advice.

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Scott Peterson - Financial Advisor,Punta Gorda, FL
We work with snowbirds, new retirees as well as those who are permanent residents of Florida. We specialize in helping our clients navigate the ins and outs of variables like residency laws, which have financial and tax implications for those in transition.

Wealth Management in the Twin Cities and Southwestern Florida

Ballast Advisors is a fee-based financial planning firm.  Our financial advisors serving the Twin Cities and Southwestern Florida can help you reach your retirement and financial goals.  Our offices are located in Woodbury, MN, Arden Hills, MN and Punta Gorda, FL.

Client-Centered
Financial Advice

Decisions for financial advice depend highly on the individual and must be built to be flexible with the changes that come along. Some of those might be simple adjustments, others a complete new direction.  We value creating strong relationships with our clients. We are dedicated to being responsive and timely and always looking for opportunities for innovation and improvement. 

Comprehensive Financial Planning

The financial services offered by Ballast Advisors reflects our focus on our clients. We’re committed to the process of creating a comprehensive financial plan for you, because we think it’s the best way to deliver excellent financial advice. We offer the following services:

Personal Finance Planning
Investment Management
Tax Planning
Estate Planning
Retirement Planning
Protection Planning
Executive Benefits
Small Business Planning

Experienced and Dedicated Financial Advisors

We operate in a fiduciary capacity which means we offer you unbiased perspectives and recommendations, searching for not only a suitable solution, but the best solution for your interests and individual needs, doing so with full transparency.We strive to provide you sound financial advice, backed not only by analysis and research, but by life experience and observations that can offer you a balanced and flexible investment portfolio.  We value teamwork, take pride in our professionalism, and value the utmost privacy of our clients.  Learn More about our Team  

 

Schedule your complimentary, no-obligation financial planning consultation today

At Ballast Advisors, our team of specialists and advisors in Minnesota or Florida will work together on your behalf to create a comprehensive plan for your financial goals.

We utilize a personalized approach to financial planning that incorporates income distribution planning, investment management, Social Security planning, health care planning, long-term care planning, estate planning and risk management.

We draw on the extensive experience of our financial professionals to help create a clear, actionable road map in planning for your goals.

The first step in our investment strategy is getting to know our clients- to understand their dreams, goals and create a complete picture of their financial situation.

This comprehensive approach to discovery and assessment is integral to the way we do business. Only when we have a true understanding of a client’s needs and goals can the investment process begin. Building on that foundation, we recommend strategies and investments that are in alignment with our client’s goals while managing risk.

Schedule your free Financial Planning consultation today!

Are you looking for a certified financial advisor in the Minnesota or Florida area? Fill out the contact form and our team will link you to an advisor in one of our offices in St. Paul, MN, Woodbury, MN or Punta Gorda, FL.

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