Providing customized services for discerning clients

Your Team

The Ballou Family Office team photo

Chuck, Mike and Gregg Ballou all have multiple decades of experience in financial services and personal wealth management with Chuck starting in 1972 and Mike and Gregg in the 1990s. All three have earned the CERTIFIED FINANCIAL PLANNER™ certification. The purpose of Ballou family is helping other families in the mentoring and counsel of their personal wealth management needs.

This is a process that had its beginnings in 1972 and as independent advisors since 1985. We are confident that we can share and communicate concepts that you may have not heard or seen before.

Furthermore, the common response we receive back from clients, upon hearing the concepts, is “that makes sense.”

Therefore if you have questions or issues regarding wealth management we invite you to a conversation that will make sense for you.

Certified Financial Planner Board of Standards Inc. owns the certification marks CFP®, CERTIFIED FINANCIAL PLANNER,  CFP Logo Flame Design and  CFP Logo Plaque Design in the U.S., which it awards to individuals who successfully complete CFP Board's initial and ongoing certification requirements.