Kim Brumbaugh
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Brumbaugh Wealth Management Launches Refreshed Website with Expanded Client Resources
Brumbaugh Wealth Management has launched a newly refreshed website designed to provide visitors with easier navigation, updated content, and improved access to financial resources. The…
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Brumbaugh Wealth Management Expands with Strategic Growth, Client-Centric Approach
Brumbaugh Wealth Management is experiencing a period of unprecedented growth, fueled by a deliberate strategy of acquiring financial practices and a relentless focus on client…
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Richard Carson, RIA Partner, Retires from Brumbaugh Wealth Management
Richard (Rick) Carson, AIF® and Partner at Brumbaugh Wealth Management, retired effective Nov. 29. Carson has been in the financial services industry for almost 40…
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Brumbaugh Wealth Management, MyOfficeOps to Co-Host Webinar on Business Succession and Benefits on Nov. 6
Kim Brumbaugh, founder of Brumbaugh Wealth Management, and Steve Rickel, CEO of MyOfficeOps, will co-host a free webinar on Business Succession and Benefits on Wednesday,…
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Brumbaugh Wealth Management Celebrates 20th Anniversary
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…
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Brumbaugh Wealth Management Enhances Operational Efficiency with West Chester-Based MyOfficeOps
For small business owners like Kim Brumbaugh, the CEO of Brumbaugh Wealth Management, every second spent on administrative tasks like bookkeeping and payroll is time…
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Brumbaugh Wealth Management: Feds Managing Banking System and Inflation
For the Federal Reserve, credibility is everything. And its credibility is being tested by how it plans to manage the banking system as outlined in…
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CCCBI’s Annual Awards Celebration Recognizes Kim Brumbaugh, Reports Roaring Success
The Chester County Chamber of Business & Industry (CCCBI) hosted its most prestigious event of the year, the 2022 Annual Awards Celebration at Longwood Gardens,…
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CCCBI’s Annual Awards Celebration to Honor Kim Brumbaugh of Brumbaugh Wealth Management
On Thursday, Nov. 3rd, the Chester County Chamber of Business & Industry (CCCBI) will host its most prestigious event of the year, the 2022 Annual…
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Exton-Based Brumbaugh Wealth Management Opens New Office in Greensboro, N.C.
Exton-based Brumbaugh Wealth Management — one of the leading, independent financial services firms in the Delaware Valley — has opened a new office in Greensboro,…
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The Important Birthdays, Starting at Age 50, That Have Implications on Your Retirement Income
Most children stop being “and-a-half” somewhere around age 12. Kids add “and-a-half” to make sure everyone knows they’re closer to the next age than the…
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Brumbaugh Wealth Management: The Key to Diversifying Your Portfolio
Ancient Chinese merchants were said to have developed a unique way to manage their risk. They would divide their shipments among several different vessels. That…
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Diane Howell Brings Array of Experience in Client Service to Fast-Growing Brumbaugh Wealth Management
Brumbaugh Wealth Management, a strategy-driven firm based in Exton that creates comprehensive and flexible financial solutions that help pursue the needs of today while laying…
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Brumbaugh Wealth Management: Crowdfunding Gains Momentum as Capital for the 21st Century
One of the earliest examples of crowdfunding occurred in 1884 when funds ran short for building the Statue of Liberty’s pedestal. The publisher Joseph Pulitzer…
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Brumbaugh Wealth Management Offers 2021 Year-End Tax Tips
Here are some things to consider as you weigh potential tax moves between now and the end of the year: 1. Defer income to next…
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Brumbaugh Wealth Management: Do Your Kids Know the Value of a Silver Spoon?
You taught them how to read and how to ride a bike, but have you taught your children how to manage money? One study of…
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Brumbaugh Wealth Management: A Healthy Body Can Equal a Healthy Pocketbook
Many people have a clear vision of what their ideal retirement looks like. Some desire vacation homes in tropical destinations, while others plan to spend…
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Brumbaugh Wealth Management, Carson Choice Merge to Support Growth Initiatives, Enhance Client Experience
Based in Exton, Brumbaugh Wealth Management is one of the leading independent financial and estate planning firms in eastern Pennsylvania, and the pandemic provided it…
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