West Chester, PA Office
TeamData sourced from SEC public records (and other sources when available). Refreshed weekly • Updated today.
Ballast Financial Advisors, LLC
Team
Firm-wide stats for Ballast Financial Advisors, LLC
About
Ballast Financial Advisors serves a mix of individual and high‑net‑worth clients as well as trusts, employer plans and other business entities, providing asset management, standalone financial planning, and retirement plan consulting. The firm also assists clients by selecting and monitoring third‑party money managers as part of its asset management services.
Portfolios are tailored and monitored on an ongoing basis with a mix of strategic, dynamic, tactical and core‑satellite asset allocation approaches, and the firm employs a range of analytical methods (fundamental, technical, quantitative and sector analysis) and instruments (fixed income, equities, options, margin and short/long‑term trading). Notably, Ballast reports managing the majority of its regulatory assets on a non‑discretionary basis — approximately $213.5 million non‑discretionary versus $129.1 million discretionary of $342.6 million total AUM — and continues to provide individualized oversight even when not granted full trading discretion.
Distinctive features disclosed in the firm brochure include an affiliation with a CPA practice owned by a firm principal, which the firm acknowledges as a potential conflict and says it will recommend only when in a client’s best interest, and its role as a wrap fee program sponsor on a legacy basis (no new wrap accounts will be accepted). The firm also combines investment management with broader consulting services — from tax and corporate structure advisory to cost segregation and participant education for retirement plans — reflecting a multi‑disciplinary service model that the firm highlights in its disclosures.
Based on Ballast Financial Advisors, LLC
Expertise
Based on Ballast Financial Advisors, LLC
Location
535 N. Church St., Suite 205
West Chester PA 19380
Advisors at this office
3
Advisors at this office
Daniel M
CFP®, Series 63, Series 66
West Chester, PA
Ballast Financial Advisors, LLC
Daniel Mchugh is a CFP® with 30 years of industry experience, currently serving at Ballast Financial Advisors, LLC. His prior roles include positions at Ameriprise Financial Services, Inc., Purshe Kaplan Sterling Investments, and Origin Financial. Outside of his advisory work, he serves as a director on the board of the Media Rugby Football Club. Ballast Financial Advisors, LLC provides asset management, financial planning, and retirement plan consulting to individual and high-net-worth clients, trusts, pension/profit-sharing plans, and corporate clients. The firm employs a variety of analytical methods and may use third-party money managers, offering both discretionary and non-discretionary portfolio management.
Jake B
Series 65
West Chester, PA
Ballast Financial Advisors, LLC
Jake Burnham is a financial advisor at Ballast Financial Advisors, LLC in West Chester, PA. He holds a Series 65 designation and has one year of industry experience. His background includes teaching positions at West Chester University and Montgomery County Community College, as well as roles at Robert W. Burnham Inc. Ballast Financial Advisors serves individual and high-net-worth clients, trusts, employer plans, and business entities by providing asset management, financial planning, and retirement plan consulting. The firm employs a variety of asset allocation strategies and analytical methods, managing both discretionary and non-discretionary portfolios while offering integrated services that include tax and corporate structure advisory.
Daniel E
CFP®, Series 65
West Chester, PA
Ballast Financial Advisors, LLC
Daniel Elser is a CFP® and holds a Series 65 license with six years of industry experience. He has worked at Ballast Financial Advisors, LLC since 2019 and previously held roles at Ameriprise Financial and Keystone State Insurance. Outside of his advisory role, he is involved in personal home and auto insurance sales. Ballast Financial Advisors, LLC serves individual and high-net-worth clients, trusts, pension and profit-sharing plans, and corporate clients. The firm provides asset management, financial planning, and retirement plan consulting using a range of investment strategies and analytical methods tailored to each client.
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