Ballaster Financial is a fee-only fiduciary wealth management firm specializing in helping working professionals, particularly those with stock compensation, optimize their full financial picture. Led by Jay Ballaster—a CFA® and CFP® with nearly two decades of Wall Street experience—the firm offers holistic services including investment management, tax optimization, employer benefit maximization, and risk planning. Ballaster Financial emphasizes personalized, client-first advice without earning commissions, focusing on building long-term financial strategies that align with clients’ goals while saving them time and stress.
