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Ballaster Financial provides fee-only fiduciary wealth management and financial planning for stock compensation recipients and working professionals, ensuring the client’s interests take priority over products or commissions. They offer holistic services—organizing finances, creating a comprehensive financial picture, crafting strategies for retirement, education funding, real estate, investments, maximizing employer benefits, tax optimization, and asset protection—with handcrafted portfolios. Led by Jay, a CFP and CFA with two decades of Wall Street experience, they position themselves as a personal financial advocate offering ongoing guidance and tailored plans to meet long-term goals.
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