Brumbaugh Wealth Management, a financial services firm based in Exton that serves clients coast to coast, has unveiled a new website.
Brumbaugh Wealth Management is dedicated to what matters, and its team-based approach to financial planning allows it to provide clients with a truly diverse and objective perspective.
Built with the client in mind, Brumbaugh Wealth Management has streamlined menus, simplified navigation, and provided clearer access to essential content, including:
- educational articles, from protecting your passwords to how to avoid common financial pitfalls during divorce
- the firm’s video library
- android mobile application (working on Apple)
- the firm’s expanded services, including millennials and adults in transition
- information on business valuations and exiting your business
“We’ve added videos to many pages as content relevant to our clients’ needs,” said Kim Brumbaugh, the firm’s founder and CEO. “People like to explore information or be educated through short videos rather than reading lengthy articles.
“And we’ve added a new client account platform powered by eMoney. It’s a place where you can view investment accounts and store important documents like passports and wills. It has an aggregation tool to stream in outside accounts like employer retirement plans and bank/credit account to track spending.”
The firm has expanded its services to offer planning for young professionals/millennials. The firm has also partnered with other organizations to help seniors who are downsizing.
“We help coordinate the selling of their homes and selling property they wouldn’t take to a new home,” said Brumbaugh. “It includes their adult children in the process, but it takes the responsibility off their hands.”