Exton’s Brumbaugh Wealth Management Upgrades Image, Messaging

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The new Brumbaugh look.
Brumbuah
Brumbaugh Wealth Management’s retired logo.

Chester County’s 2015 Small Business of the Year has put sound advice into action by upgrading its image with a modern new look and cutting-edge technology. The respected financial advisors at Brumbaugh Wealth Management recently invested in a new color scheme, signage, tagline and website design.

“Our goal of this brand refresh was to modernize our image and take our technology to the next level,” a company announcement stated. “We want to continue to attract more clients to help them retire well.”

Kim Brumbaugh, CEO of Brumbaugh Wealth Management
Kim Brumbaugh, CEO of Brumbaugh Wealth Management

Brumbaugh distilled its commitment to providing “coordinated planning and investment advice you need to feel a sense of confidence about the future” into three tagline words — Advise. Plan. Advocate. — and warmed up its brand colors from blues, grays and blacks to red, brown and tan, which complements the look of its broker/dealer, Lincoln Financial.

“These three words embody the vision of Founder and CEO Kim Brumbaugh and are at the very heart of the services that Brumbaugh Wealth Management provides for executives, business owners and retirees.”

Technology-wise, the firm placed a scannable code on the back of its business cards to help clients and colleagues quickly digitize contact information, and it revamped its website capabilities and content.

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