linkedInfacebook
For AdvisorsLog InContact Us
Invested Better
Unclaimed

Unclaimed

Unclaimed

Ballast Financial Advisors, LLC

Headquartered in WEST CHESTER, PA

Use our Financial Advisor Match Tool to find your ideal match.
UnclaimedThis information is unverified and unclaimed information.

Firm Information

Ballast Financial Advisors, LLC is a registered investment advisor headquartered in West Chester, PA. They provide financial planning, pension consulting, and portfolio management services to individuals and families, as well as pension and profit-sharing plans. Ballast Financial Advisors has a team of 6 investment advisor representatives and 3 licensed agents, and manages approximately $247 million in assets for 1,343 clients. They offer a wrap fee program and participate in several other advisory services, including selection of other advisors. Their client base includes high net worth individuals, individuals other than high net worth, and pension and profit-sharing plans.

Ballast Financial Advisors, LLC

535 N. CHURCH ST.

WEST CHESTER, PA 19380

$247.37M

Assets Under Management

5

Total Clients

6

Total Financial Advisors

Services Offered

Advisors offer a broad range of advisory services designed to meet the unique needs of individuals, businesses, and investment companies. These services provide professional guidance and personalized strategies to help clients achieve their financial goals.

check

financial planning services

Comprehensive financial plans to help you achieve your personal and business goals.

check

pension consulting services

Guidance on pension options to ensure a secure financial future.

check

selection of other advisors

Helps you choose top advisors aligned with your financial goals.

check

portfolio management for individuals

Personalized portfolio management to meet individual financial objectives.

Fee Structure

Advisors may be compensated through a variety of fee structures, offering flexibility and transparency. This allows clients to choose the arrangement that best aligns with their financial objectives.

check

fixed fees

Set rates for specific services, regardless of time or assets managed.

check

percentage of assets

A percentage of the total value of assets under management is charged.

Branch Locations (4)

BALLAST FINANCIAL ADVISORS, LLC has a total of 4 branch locations across the country.
location

GEORGETOWN, DE

location

Annapolis, MD

location

Georgetown, DE

location

WEST CHESTER, PA

Advisors at Ballast Financial Advisors, LLC

View All 6 Advisors
Unclaimed
Mark Allen May

RA

WEST CHESTER, PA

View Profile
Unclaimed
Daniel Patrick Mc hugh

CFP®, RA

WEST CHESTER, PA

View Profile
Unclaimed
Peter Ruloff Schanck

RA

Annapolis, MD

View Profile
Unclaimed
Daniel Elser

CFP®, RA

WEST CHESTER, PA

View Profile
Unclaimed
Kevin Clay Wrenn

CFP®, RA

Annapolis, MD

View Profile
Unclaimed
Joseph David Baker

CFP®, RA

GEORGETOWN, DE

View Profile

Find Your Ideal Financial Advisor

1

Finding a financial advisor doesn’t have to be complicated. InvestedBetter’s free tool connects you with advisors who serve your area and fit your financial needs in just 5 minutes.

2

Your matches with an Advisor based on their qualifications and skills to help you achieve your financial goals. Get on the path to financial success today.
Not sure if Ballast Financial Advisors, LLC is right for you?

Disclosures

There are no public disclosures for Ballast Financial Advisors, LLC.

Frequently Asked Questions (8)

Not sure if Ballast Financial Advisors, LLC is right for you?