Brumbaugh Wealth Management

Financing specialist
 : 
Brumbaugh Wealth Management



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About Brumbaugh Wealth Management
Professional experience
Title: Brumbaugh Wealth Management – Empowering Your Financial Future Description: Welcome to Brumbaugh Wealth Management, a trusted financial advisory firm located in Exton, PA. At Brumbaugh Wealth Management, our dedicated team of professionals is committed to helping individuals and businesses achieve their financial goals. We specialize in retirement planning, estate planning, and providing personalized financial advice tailored to your unique circumstances. Founder & Managing Partner - Kimberly J. Brumbaugh: We are led by our esteemed Founder & Managing Partner, Kimberly J. Brumbaugh. With an extensive background in financial advisory services, Kimberly brings a wealth of expertise and a passion for helping clients succeed. Prior to establishing Brumbaugh Wealth Management, Kimberly worked at a sizable firm in Bala Cynwyd and Philadelphia, serving individuals with retirement planning and corporations in implementing strategic financial solutions. Her leadership and commitment to putting clients first have earned her recognition in the industry and the trust of countless individuals and businesses. Our Team: At Brumbaugh Wealth Management, we believe in the power of collaboration. That's why our team is composed of highly-skilled experts who are dedicated to providing exceptional financial planning and guidance. Our team includes Christopher J. Martin, CFP®, who joined us in 2021 as the Director of Financial Planning. With his expertise in portfolio management and designing personalized financial strategies, Christopher plays a vital role in helping clients align their retirement goals and plans. A Client-Centric Approach: We understand that every client is unique, with different financial goals, aspirations, and concerns. That's why we take a client-centric approach, tailoring our services to meet your specific needs. Our team of advisors will work closely with you to understand your financial situation, provide clear insights, and develop a comprehensive plan that aligns with your long-term goals. Fully-Independent Firm: Brumbaugh Wealth Management is a fully-independent firm, which means we have the freedom and flexibility to offer unbiased advice and financial solutions. Our priority is ensuring your best interests are at the forefront of every decision we make. As a result, you can trust that the guidance and recommendations provided by our team are solely aimed at helping you achieve financial success. Embrace Your Financial Future: At Brumbaugh Wealth Management, we aim to empower you on your financial journey. We are dedicated to providing the guidance, support, and wealth management strategies needed to help you reach your financial goals and secure a prosperous future. With us, you can have peace of mind knowing that your financial well-being is in capable hands. Contact us today to schedule a consultation and start your journey towards financial empowerment. Let Brumbaugh Wealth Management be your partner in achieving your financial dreams.

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Location

Exton, Chester (19341)

Important to know

  • Weekdays  00:00 - 00:00
  • Sat  00:00 - 00:00
  • Sun  00:00 - 00:00
Business hours
Weekdays  00:00 - 00:00
Sat  00:00 - 00:00
Sun  00:00 - 00:00
  • English
SpeaksEnglish
Business hours
  • Weekdays  00:00 - 00:00
  • Sat  00:00 - 00:00
  • Sun  00:00 - 00:00
Business hours
Weekdays  00:00 - 00:00
Sat  00:00 - 00:00
Sun  00:00 - 00:00
Speaks
  • English
SpeaksEnglish

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