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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Exton’s Brumbaugh Wealth Management Unveils New Website
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…
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Brumbaugh Wealth Management Presents Koffee with Kim
Kimberly J. Brumbaugh, LUTCF and Founder and CEO of Exton’s Brumbaugh Wealth Management, is presenting a complimentary event called Koffee with Kim on Thursday, Oct.…
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Benchmark Twilight Cycling Classic Attracts Thousands to West Chester
West Chester was buzzing with cycling action last Saturday, August 12, as thousands of spectators lined the streets to watch kids racing on bikes, adults…
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Benchmark Twilight Cycling Classic Brings Pedal Parity to Pro Cycling
The Greater West Chester Chamber of Commerce, organizer of the Benchmark Twilight Cycling Classic, has announced that equal prize money will be awarded for this…
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Chester County Briefly: June 2
Greater West Chester Chamber of Commerce Education Foundation The Greater West Chester Chamber of Commerce Education Foundation recently held its annual luncheon at the West…
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Chester County Chamber Welcomes Philadelphia Mayor Jim Kenney
Honoring a tradition that goes back to Mayor Ed Rendell, Philadelphia Mayor Jim Kenney accepted an invitation from the Chester County Chamber to address its…
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Brandywine Health Foundation to Host Luncheon on Effects of Adverse Childhood Experiences
The Brandywine Health Foundation for a Greater Coatesville will host an educational luncheon featuring an expert panel discussion moderated by Maiken Scott, WHYY’s Behavioral Health…
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Brumbaugh Wealth Management Presents “Koffee with Kim”
Kimberly J. Brumbaugh, LUTCF and Founder and CEO of Brumbaugh Wealth Management, along with guests from J.P. Morgan, are presenting a complimentary event called Koffee…
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Chester County’s Generosity on Display at United Way’s Live United in Music Fundraiser
Regarding last Thursday’s fundraiser for the United Way of Chester County at the Penn Oaks Golf Club in West Chester, the evening and venue couldn’t…
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Exton’s Brumbaugh Wealth Management Now a Main Sponsor for Live United in Music Charity Event
Exton’s Brumbaugh Wealth Management has stepped in as Lead Sponsor for Thursday’s United Way of Chester County Live United in Music event. The Live United…
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COO of Exton’s Brumbaugh Wealth Management Honored for ‘Serve First, Last, Always’ Work Ethic
Andrew Storti, a partner and the Chief Operating Officer at Brumbaugh Wealth Management in Exton, was recently honored in Oklahoma City as one of the…
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Parkesburg Point a Worthy Beneficiary of Whitford Charitable Fund’s Philanthropy
As a child, Dwayne Walton never would have imagined himself eating lunch at one of the premier country clubs in one of the most affluent…
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A Quick Look at the Presidential Candidates’ Tax Proposals
Though tax policies haven’t received top billing in this year’s presidential election dialogue, they’re still part of the conversation. Here’s a quick review of each…
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Make the Most of a Job Offer with These Tips From CEO Kim Brumbaugh
Making moves to climb the career ladder can be exciting, and the right moves can propel you toward the job you’ve always dreamed of. To…
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Kim Brumbaugh: What You Need to Know after the Brexit Vote
After weeks of speculation and debate over the so-called “Brexit”, British citizens have voted to withdraw from the European Union. As is often the case…
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Chester County Datebook – February 2nd
Here’s what’s happening on Tuesday and Wednesday in Chester County Datebook. On Tuesday, Brumbaugh Wealth Management is presenting “Coffee with Kim” – an informative conference…
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Chester County Datebook – February 1st
Here’s what’s happening on Tuesday in Chester County Datebook. Brumbaugh Wealth Management is presenting “Coffee with Kim” – an informative conference call on the market’s…
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Brumbaugh Wealth Management’s “Coffee with Kim” Tuesday Morning
Kimberly J. Brumbaugh, LUTCF and Founder and CEO of Brumbaugh Wealth Management, is presenting a complimentary event called Coffee With Kim on February 2, 2016…
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