Keystone Capital Advisors
45yrs
Top advisor by experience in West Chester
32yrs
Daniel McHugh
Full name on record: Daniel Patrick McHugh
Financial advisor at Ballast Financial Advisors
Daniel McHugh has worked in the financial industry for 32 years and is a fiduciary financial advisor based in West Chester, Pennsylvania. After less than a year at Origin Investment Advisory and 16 years at Ameriprise Financial Services, Daniel joined Ballast Financial Advisors in 2019, a firm offering financial planning, investment management, and retirement plan consulting. Daniel holds the CFP® designation.
One of 283 advisors with offices in West Chester, and one of 250 fiduciaries.
At a glance
Experience32 years (since 1995)
How that compares ?Top advisor by experience at Ballast Financial Advisors
Office535 N. Church St. Suite 205, West Chester, PA 19380
How the firm is paid ?Percent of assets, Hourly, Flat fee
Typical client at the firm ?$539,257
Advisors at the firm6
States licensed ?1 state
Services through Ballast Financial Advisors
Financial planningInvestment management for individuals and small businessesInvestment management for businesses and institutionsRetirement plan consultingChoosing other investment managers
Specialties, designations like CFP®, and languages spoken appear here when advisors claim their profiles.
Designations
CFP®
Licenses
Exams passed, from the official record. Tap a license to see what it allows.
Career
- Jun 2022 – Aug 2022Origin Investment Advisory LLCPreviously
- 2019 – nowBallast Financial Advisors, LLCCurrent firm
- 2003 – 2019Ameriprise Financial Services, LLCPreviously
Questions to ask Daniel
Tailored to Daniel’s registration and firm.
- What's your succession plan, and who would work with me if you retire?
- What does a financial plan with you include, and how often is it updated?
- If you use outside managers, how are they chosen and what do they cost on top of your fee?
- Where would my money be held, and will I get statements directly from that firm?
- What would I pay in total each year, in dollars, including fund and trading costs?
My notes and scorecard
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About Daniel
How do I contact Daniel?
Call Ballast Financial Advisors at (484) 266-7281 and ask for Daniel McHugh. Daniel works from the West Chester, PA office.
How long has Daniel been a financial advisor?
Daniel has been in the industry since 1995, about 32 years. Top advisor by experience at Ballast Financial Advisors.
What licenses does Daniel hold?
Series 63, Series 66. Tap any license on this page to see what it allows.
Is Daniel a fiduciary?
Daniel is registered as an investment advisor representative, which carries a fiduciary duty when giving investment advice.
How is Daniel paid?
Ballast Financial Advisors reports being paid by a percentage of the assets they manage, hourly fees, flat or fixed fees. Ask Daniel for your total yearly cost in dollars.
Official record as of October 3, 2026.
This profile is for information only and is not financial advice or a recommendation.
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