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Office: 4842667281

Fax: (484)947-0808

535 North Church Street

Suite 205

West Chester, PA 19380

help@BallastFA.com

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The content is developed from sources believed to be providing accurate information. The information in this material is not intended as tax or legal advice. Please consult legal or tax professionals for specific information regarding your individual situation. Some of this material was developed and produced by FMG Suite to provide information on a topic that may be of interest. FMG Suite is not affiliated with the named representative, broker - dealer, state - or SEC - registered investment advisory firm. The opinions expressed and material provided are for general information, and should not be considered a solicitation for the purchase or sale of any security.

We take protecting your data and privacy very seriously. As of January 1, 2020 the California Consumer Privacy Act (CCPA) suggests the following link as an extra measure to safeguard your data: Do not sell my personal information.

Copyright 2023 FMG Suite.

Form CRS – Client Relationship Summary

OUR LOCATIONS

535 North Church Street, Suite 205, West Chester, PA 19380 I (484) 266-7281
33 The Circle, Georgetown, DE 19947 I (302) 253-8437

EMAIL

help@BallastFA.com

Ballast Financial Advisors, LLC is a Registered Investment Adviser. Advisory services are only offered to clients or prospective clients where Ballast Financial Advisors, LLC and its representatives are properly licensed or exempt from licensure. This website is solely for informational purposes. Past performance is no guarantee of future returns. Investing involves risk and possible loss of principal capital. No advice may be rendered by Ballast Financial Advisors, LLC unless a client service agreement is in place.

Ballast Financial Advisors, LLC provides links for your convenience to websites produced by other providers or industry related material. Accessing websites through links directs you away from our website. Ballast Financial Advisors, LLC is not responsible for errors or omissions in the material on third party websites and does not necessarily approve of or endorse the information provided. Users who gain access to third party websites may be subject to the copyright and other restrictions on use imposed by those providers and assume responsibility and risk from use of those websites.

Confidentiality of Personal Information

When visitors access our website, we may ask for personal information such as name, address, email address, telephone number, and company. We also collect information about aggregate site usage. Statistics that we gather about unique visits, referring URLs, repeat visits and page views are all based on IP addresses, and are not associated with your personal information. This information shall be considered confidential information and will be handled in accordance with our Privacy Policy. We take every measure to protect our users' information submitted to us through our website or through any survey.

Children

This site is not targeted towards children under the age of 18, nor does this site knowingly collect personal information about children.

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This site may contain links to other sites. When you navigate to any of the websites or posts provided, you are leaving this site. Please be aware that we are not responsible for the privacy practices or content of such other sites. We encourage our users to be aware that when they leave our site they should read the privacy statements of external websites that collect personally identifiable information. Our Privacy Policy applies solely to information collected by this website. We make no representation as to the completeness or accuracy of information provided by external sites, nor are we liable for any direct or indirect technical or system issues or any consequences arising out of your access to or use of third-party technologies, sites, information and/or programs made available through this site. Information and opinions on this site provided by third parties have been obtained from sources believed to be reliable, but accuracy and completeness cannot be guaranteed. It is given for informational purposes only and is not a solicitation to buy or sell any products or services offered. The information is not intended to be used as the primary basis for investment decisions, nor should it be considered as advice of professionals, as appropriate, regarding the evaluation of any specific information, opinion, advice or other content.

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Legal Disclaimer

This site does not make any warranties or representations, express or implied, about the information provided on or accessed through our site. In particular it does not warrant or represent that the information is accurate, up-to-date, comprehensive, verified or complete. Our site does not accept liability for any error, omission or delay in the information or for any reliance placed by any person on the information. Our site shall not be liable for any claims or losses of any nature, arising indirectly or directly from use of the information on or accessed through the Site. You acknowledge that the information is not provided as the basis of any professional advice or for transactional use.

Ballast Financial Advisors, LLC shall not be responsible or liable for any investment decisions or trading or any other actions taken by you or by third parties based on information contained in this site without an advisory agreement in place.

Contact Us

If you have any questions about this privacy statement, or the practices of this site, please contact us at Joseph.Baker@ballastfa.com