Brumbaugh Wealth Management
Brumbaugh Wealth Management is a boutique advisory firm founded in 2004 and based in Pennsylvania.
It is committed to securing clients’ financial futures through personalized wealth, retirement, estate, tax, and special‑needs planning. It is affiliated with Cetera Advisor Networks.
Address: 415 Eagleview Boulevard, Suite 110, Exton, PA 19341
Phone: (610) 458-2495
Fax: (610) 458-7873
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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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Make Your Mark Through Sustainable Investing
As you approach retirement, you may find yourself thinking about the legacy you want to leave behind. For many, this isn’t just about passing wealth…
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Brumbaugh Wealth Management Welcomes Two NewAdministrative Associates as the Firm Continues Commitment to Growth in 2025
Brumbaugh Wealth Management recently welcomed two new Administrative Associates, Luke Wojciechowski and Kyle Niedenthal, as the firm continues to expand its client-centered services in 2025.…
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Reasons to Be Optimistic in This Downturn
Despite the recent stock market volatility, Brumbaugh Wealth Management continues to expect stocks to have a good, though not great year. Historically, when there has…
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Essential Questions to Ask When Navigating Medicare Enrollment and Coverage
If you are new to Medicare, there are several questions you should consider while approaching or within your Initial Enrollment Period (IEP) or a Special…
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Alternative Investments: How They’re Going Mainstream for Accredited Investors
Recent years have witnessed the mainstreaming of alternative investments for certain accredited investors. In fact, alternative investments are expected to grow $8 trillion between 2022…
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Brumbaugh Wealth Management Shares Reasons Why You Should Invest in Your 401(k)
Even if retirement isn’t in your immediate future, saving and investing now can help you live comfortably after you’re done working. One of your most…
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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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Navigating Retirement Pitfalls
Much is written about the classic financial mistakes that plague start-ups, family businesses, corporations, and charities. Some classic financial missteps have been known to plague…
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The Cost of Medical Care
When uninsured people end up in the hospital, “sticker shock” can follow. Just a quick look at the current prices for medical procedures can be sobering.…
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Putting a Price Tag On Your Health
We hear over and over again how important it is to maintain a healthy lifestyle. But being healthy for its own sake isn’t easy —…
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Brumbaugh Wealth Management Team Members Volunteer To Pack Backpacks for Home of the Sparrow
Several members of the Brumbaugh Wealth Management team volunteered recently at Home of the Sparrow to pack backpacks to provide back-to-school essentials to children in…
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Are Subscriptions Cutting into Your Retirement Savings?
From Hulu to Disney+, many households have come to rely on streaming services for convenient sources of home news and entertainment. While some subscriptions can…
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Are You Ready for Your Portfolio To Make a Difference?
Interest in making an impact with one’s investments has grown in recent years, which means many investors may have an increased interest in environmentally or…
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Should You Consider a Variable Annuity?
For the casual observer, it sometimes seems that variable annuities are either “terrible” or “wonderful.” Commentators in the financial media seem to occupy a polarity…
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When Does Your Personal Car Become a Commercial Vehicle?
For small business owners, the line between the personal and their business can be a bit hazy at times. Yet, when it comes to a vehicle…
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United Way of Chester County, Brumbaugh Wealth Management Raise $105,000 to Fight Food Insecurity
United Way of Chester County’s third annual Chester County Stronger Golf Classic fundraiser was a grand success, which will allocate a remarkable $105,000 towards programs…
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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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