Ballaster Financial LLC

Jay is great to work with. He is very clear and helps you understand financial lingo. I highly recommend working with him.

Jay introduced rigor into my family's financial planning! What a difference! It was easy to trust him and we great appreciated his thought partnership through our financial decisions.

Fantastic planner, investment manager, and sounding board! Jay was super responsive from the start. He worked with where I was at and set a clear course for my life goals, which we reached within a year. He gave me small, manageable tasks and took on the harder tasks himself, explaining everything along the way. He also went above and beyond to research and provide advice on several issues related to my specific situation.