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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Inventorying Your Possessions
Only four in ten Americans have a home inventory, despite the fact that 3.4 million Americans were displaced by natural disasters in 2022.1,2 It’s great…
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SECURE 2.0 Provides New Retirement Savings Options in 2024
The SECURE 2.0 Act, passed in December 2022, made wide-ranging changes to U.S. tax laws related to retirement savings. While some provisions were effective in…
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Transformative Tech: Will AI Upend the American Workforce?
A chatbot with uncanny human-like writing abilities has become the poster child for artificial intelligence (AI) since it was released in late 2022, inspiring new…
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Brumbaugh Wealth Management Unveils Refreshed Website
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: Debt Ceiling. Is There a Light at the End of the Tunnel?
After months in and out of the headlines, the issues surrounding the debt ceiling have come into sharp focus, as the U.S. could become unable…
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Brumbaugh Wealth Management: What You Should Know About the Federal Reserve’s New Instant Payments System
The use of mobile payment apps and person-to-person (P2P) payments are more popular than ever, giving businesses and consumers the ability to send and receive…
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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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Exton-Based Brumbaugh Wealth Management Announces New Director of Financial Planning
Exton-based Brumbaugh Wealth Management – one of the leading, independent financial services firms in the Delaware Valley – has announced that Christopher J. Martin has…
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Brumbaugh Wealth Management Presents ‘A Market Discussion with Kim’ on Thursday
Kimberly J. Brumbaugh, LUTCF, Founder and CEO of Brumbaugh Wealth Management, will present a market discussion on April 2 from 8:30-9:30 AM. Readers of VISTA…
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Kim Brumbaugh to Discuss Market Status, How to Respond on Conference Call Thursday
Kim Brumbaugh, the CEO of Brumbaugh Wealth Management, will host a conference call on Thursday, April 2 at 8:30 AM to discuss the status of…
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Coronavirus Concerns? Consider Past Health Crises and Their Effects on the Market
By Kim Brumbaugh During the last week of February 2020, the S&P 500 lost 11.49 percent — the worst week for stocks since the 2008…
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Brumbaugh Wealth Management CEO, Pair of Lamb McErlane Attorneys Among Faces of Philanthropy
Kimberly Brumbaugh of Exton-based Brumbaugh Wealth Management and Bill and Stephanie Kalogredis, attorneys at Lamb McErlane in West Chester, are among this year’s Faces of…
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Check Out Video Highlights from Inaugural VISTA Millennial Superstars Reception
“Chester County is one of the most amazing places in the world,” said Matthew Holliday, the Executive Director of the Chester County Bar Association. “People…
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You’ve Allocated Your Assets; You Just May Not Realize It Yet
By Kim Brumbaugh If you live in or have visited a big city, you’ve probably run into street vendors – people who sell everything from…
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VISTA Today Honors Inaugural Class of VISTA Millennial Superstars
VISTA Today, in conjunction with the Chester County Economic Development Council, recently launched VISTA Millennial Superstars, an annual initiative to honor emerging leaders who are…
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Financial Success Is the Outcome of a Journey That Starts with Education
By Kim Brumbaugh Imagine driving a car without a basic understanding of the rules of the road or even how to operate it. Scary thought.…
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SECURE Act Represents Most Sweeping Set of Changes to Retirement Legislation in Years
By Kim Brumbaugh The $1.4 trillion spending package enacted on Dec. 20 included the Setting Every Community Up for Retirement Enhancement (SECURE) Act, which had…
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CEO of Brumbaugh Wealth Management Appointed to Chester County Hospital Foundation’s Board
Brumbaugh Wealth Management, LLC has announced that its CEO, Kimberly Brumbaugh, has been appointed to the Chester County Hospital Foundation’s Board of Directors. Chester County…
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