Brumbaugh Wealth Management, an independent financial services firm based in Exton with a satellite office in Berwyn, has partnered with Carson Choice Retirement Solutions in Bala Cynwyd.

Founder and president Rick Carson has been in the financial services industry for 30 years, working with both employers and employees in providing employer-sponsored retirement plans and employee benefits. Carson is also the co-author of What Do you Mean, I’m Responsible? The book is a must-read for middle-market employers offering 401(k) plans.

Carson completed more than two years of due diligence in searching for the best firm with which to partner to expand his firm’s services for individual clients in the areas of retirement planning and investment management.

“Many of our business owners are retiring over the next 10 years, and we want to help them transition successfully,” said Carson. “Partnering with Brumbaugh Wealth Management, a comprehensive, independent investment advisory and financial planning firm, is the right move. The Brumbaugh brand is well-known and respected. I’ve known (CEO) Kim Brumbaugh for over 20 years and have often taken advantage of her wise counsel.”

“Carson Choice appeals to our firm because their philosophies align with ours of always putting our clients’ needs first,” said Brumbaugh. “We are looking forward to the opportunities that will arise by our new partnership.”

Brumbaugh Wealth Management is one of the leading, independent financial services firms in the Delaware Valley. It employs a process for clients, guided by professional, objective advice. Founded in 2004, the firm is known for its personalized service, collaborating with other professionals, and helping generations become outstanding stewards of their wealth. Brumbaugh Wealth Management completed its first acquisition in 2019 and was recognized in 2018 as one of the 50 fastest-growing companies in the Philadelphia region.

Click here to learn more about Brumbaugh Wealth Management.

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