Brumbaugh Wealth Management Celebrates 20th Anniversary

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Brumbaugh Wealth Management celebrated its 20th Anniversary on May 1 at Penn Oaks Golf Club in West Chester.
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Brumbaugh Wealth Management celebrated its 20th Anniversary on May 1 at Penn Oaks Golf Club in West Chester. Over 100 clients, associates, and friends joined in the celebration.

Founder and Managing Partner, Kim Brumbaugh, began the firm with just three team members in 2004. Over the years, Brumbaugh Wealth Management grew — acquiring a practice in 2017 and another one in 2023 — and now has a staff of nine team members.

Over these two decades, Brumbaugh Wealth Management has kept its clients and their unique financial needs at the forefront of what they do. This is reinforced in their Mission Statement, “Your [clients’] values inspire us, we are motivated by your goals, and we are driven to provide lasting and comprehensive solutions.”

That’s as true today as ever. Keeping clients’ goals at the forefront of what they do has also driven Brumbaugh Wealth Management to expand its services to a growing list of clients.

These services include retirement planning; estate planning; helping business owners with succession planning; providing advice and guidance to executives and board members; equipping professionals under 40 with sound financial advice; and investment advisory services.

As Brumbaugh Wealth Management completes the celebration of its 20th Anniversary, the Group looks forward to pursuing opportunities and achieving growth to ensure continued success for their clients and firm in the next 20 years — and beyond!

Learn more at Brumbaugh Wealth Management. Brumbaugh Wealth Management offers sound financial plans to help you feel prepared for the unexpected and face the future with a sense of confidence.

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