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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The Inaugural Class of VISTA Millennial Superstars: Part 2 of 4
The wait is over! VISTA Today is excited to announce its inaugural class of VISTA Millennial Superstars. In October, in partnership with the Chester County…
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The Inaugural Class of VISTA Millennial Superstars: Part 3 of 4
The wait is over! VISTA Today is excited to announce its inaugural class of VISTA Millennial Superstars. In October, in partnership with the Chester County…
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The Inaugural Class of VISTA Millennial Superstars: Part 4 of 4
The wait is over! VISTA Today is excited to announce its inaugural class of VISTA Millennial Superstars. In October, in partnership with the Chester County…
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United Way’s Live United in Music Raises Funds for Financial Stability Center
United Way of Chester County recently hosted Live United in Music, an annual fundraiser that benefits its Financial Stability Center, at Penn Oaks Golf Club…
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VISTA Today Launches New Initiative to Honor Chester County’s Millennials
Rarely a week goes by when there is not an important event – a dinner gala, networking luncheon, speaker series, workshop, seminar, golf outing, or…
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Sweet Jane’s Wish Foundation One of Nine Beneficiaries of This Weekend’s Whitford Classic
Sweet Jane’s Wish Foundation is a relatively new nonprofit that was created to honor the memory of Downingtown native Jane Gerlach Booge, an active woman…
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Annual Whitford Classic Connects People Who Care with Causes That Matter
The roots of Whitford Country Club in Exton were planted in generosity. In 1955, a gentleman named Al Ostheimer gifted 168 acres to “share the…
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Brumbaugh Wealth Management: Trade War with China Could Have Long-Term Economic Consequences
By Kim Brumbaugh On May 13, escalating trade tensions between the United States and China sparked a worldwide stock sell-off that wiped out more than…
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Chester County Briefly: February 13
YMCA of Greater Brandywine Registration for the spring season of the Girls on the Run and STRIDE programs is under way until March 10, with…
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CEO of Exton’s Brumbaugh Wealth Management Appointed to Board of Mid Penn Bank
Mid Penn Bancorp has appointed Kimberly Brumbaugh to its Board of Directors, to be effective Feb. 27. Brumbaugh is the founder and CEO of Exton-based…
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Brumbaugh Wealth Management Acquires Local Investment Advisory Practice
Brumbaugh Wealth Management, a strategy-driven firm based in Exton that designs comprehensive and flexible financial solutions for clients that help meet the needs of today…
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Brumbaugh Wealth Management in Exton Offers 10 Year-End Tax Tips for 2018
By Kim Brumbaugh Here are 10 things to consider as you weigh potential tax moves between now and the end of the year: Set aside…
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New On-demand Streaming Service Makes Benchmark Twilight Cycling Classic Race Available
Cycling fans have a new way to keep up with the pro action leading up to the Benchmark Twilight Cycling Classic taking place on Saturday,…
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Prize Parity Attracts More Riders to Brumbaugh Wealth Management Pro Women’s Criterium
At the time Brumbaugh Wealth Management signed on as sponsor of the pro women’s bike race in 2016, it also signaled a commitment to prize…
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Exton’s Brumbaugh Wealth Management to Host ‘Koffee with Kim’ on April 5
Grab a cup of java and call in … Kimberly J. Brumbaugh, LUTCF and Founder and CEO of Brumbaugh Wealth Management in Exton, is presenting…
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Forbes, CEO Report Recognize Exton-Based Brumbaugh Wealth Management
For Kim Brumbaugh, the key to success is people – the people she employs and the people whose finances she helps to manage. “It starts…
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United Way’s ‘Live United in Music’ Raises $60,000 to Help Local Residents Become Financially Stable
More than 75 percent of full-time workers in the U.S. live paycheck to paycheck. Even more alarming? More than half say they’re in over their…
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Exton’s Brumbaugh Wealth Management Finds New Office Space to Accommodate Growth
Brumbaugh Wealth Management in Exton is looking to the future with new, contemporary office space, additional staff, and an outreach to the millennial generation. What…
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