Edward Jones - Financial Advisor: Brody Brumm, MBA, CFP, CEPA

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Edward Jones - Financial Advisor: Brody Brumm, MBA, CFP, CEPA Financial decisions can feel overwhelming in today's society. That's where I come in. I work with individuals and families who want more than investment advice.

Between career demands, family responsibilities, retirement goals, and market uncertainty, it's easy to wonder whether you're making the right choices. They want an experienced advisor who listens, understands their goals, and helps them make confident decisions about their future. My approach starts with getting to know you. Before discussing strategies or solutions, I focus on understanding what success looks like for you and the people who matter most. Together, we build a personalized plan designed to help you navigate life's opportunities and challenges with confidence. I believe the best financial relationships are built on trust, transparency, and ongoing communication. My goal is not simply to manage assets. It's to help clients feel organized, informed, and empowered about their financial future. I began my career as a financial advisor after graduating from Liberty University, where I studied Finance and earned both an MBA and a Master's in Financial Planning while playing wide receiver on the football team. I am a CERTIFIED FINANCIAL PLANNER® professional (CFP®) and have also earned the Certified Exit Planning Advisor® (CEPA®) designation. Outside of work, I enjoy spending time with family, golfing, hunting, and being active. My wife, Raigan, is a Nutritional Practitioner and Softball Trainer. We have a son, Barrett, who is our greatest joy. Whether you're preparing for retirement, building wealth, or simply looking for greater clarity around your financial life, I'd love the opportunity to connect. To start a conversation, contact me at [email protected]

Capital gain distributions can catch investors off guard, especially in taxable accounts. As year-end approaches, it's i...
10/29/2026

Capital gain distributions can catch investors off guard, especially in taxable accounts. As year-end approaches, it's important to understand how these distributions work, potential tax implications and strategies that may help you manage them.

Reach out if you'd like to discuss how these considerations fit into your overall financial plan.

Learn more:

Capital gain distributions: What to know before year end

Markets are weighing three key forces right now: elevated oil prices, higher-for-longer interest rates and growing quest...
10/27/2026

Markets are weighing three key forces right now: elevated oil prices, higher-for-longer interest rates and growing questions around the sustainability of AI-driven investment.

James McCann, Senior Economist, explores how these trends are influencing markets, what's supporting the economic outlook, and what investors should keep in focus in the latest Weekly Market Wrap.

https://bit.ly/4zdEzzO


A summary of last week's market highlights and economic news.

Higher interest rates have created new challenges for investors, but they may also be creating new opportunities. As bon...
10/22/2026

Higher interest rates have created new challenges for investors, but they may also be creating new opportunities. As bond yields reach levels not seen in decades, it may be time to take a fresh look at the role bonds can play in generating income, managing risk and supporting long-term goals.

Learn more in our October Monthly Portfolio Brief: https://bit.ly/4yUHDAd

Unexpected career transitions can be stressful, but they can also open the door to new possibilities. I'd be happy to sh...
10/20/2026

Unexpected career transitions can be stressful, but they can also open the door to new possibilities. I'd be happy to share my perspective and discuss potential financial options. Reach out so I can help you navigate what’s next with confidence.

10/13/2026

Many of the conversations I'm having with clients right now start in the same way – with the news. Clients see market-driven headlines and ask: "How does this affect me and my life?"

In a recent Bloomberg interview, our Managing Partner Penny Pennington discusses how financial planning can help investors look beyond today's market noise and stay focused on their goals.

Watch the full conversation: https://bit.ly/4yNpbKw

If the headlines have you wondering how all of this affects your financial strategy, let's talk.

Big milestone for our practice! Were excited to officially celebrate our new office location in Carmel with a Grand Reop...
10/12/2026

Big milestone for our practice! Were excited to officially celebrate our new office location in Carmel with a Grand Reopening event on November 5th.

Thank you to our clients, friends, and community for your continued trust and support. We hope you'll stop by, enjoy some food, and see the new space.

Edward Jones is now the Official Private Wealth Management Partner of McLaren Racing. Together, we believe that performa...
09/29/2026

Edward Jones is now the Official Private Wealth Management Partner of McLaren Racing. Together, we believe that performance is the result of preparation, strategy and working with a team you trust. Ready to start working on your road map for the future? Call my office today.

McLaren Racing Limited is not a current client of Edward Jones. McLaren was compensated for this endorsement. For more information, visit edwardjones.com/racing?utm_term=1285057&utm_source=facebook&utm_medium=social_media&utm_content=3339673&c3nid=1285057_facebook_3339673&c3ch=BranchSocialMedia&EID=MDAwMDAwMTg5MjkzOA%3D%3D.

As the Official Wealth Management Partner of Oregon Athletics, Edward Jones knows every win starts with a smart game pla...
09/22/2026

As the Official Wealth Management Partner of Oregon Athletics, Edward Jones knows every win starts with a smart game plan. Our hometown team of financial advisors is here to help you build yours. Reach out to get started today.

Oregon Athletics is not a current Edward Jones client. They have been compensated for this endorsement. See details at edwardjones.com/sports?utm_term=1285057&utm_source=facebook&utm_medium=social_media&utm_content=3335783&c3nid=1285057_facebook_3335783&c3ch=BranchSocialMedia&EID=MDAwMDAwMTg5MjkzOA%3D%3D.

Many people assume financial confidence comes with age. In my experience, it's not quite that simple.New research from E...
09/17/2026

Many people assume financial confidence comes with age. In my experience, it's not quite that simple.

New research from Edward Jones and Gallup shows that people across generations share concerns about their financial future. Younger adults are often working to build wealth, while older adults are focused on making their savings last. But both are looking for greater peace of mind about what's ahead.

That's one reason I enjoy helping clients create personalized strategies that align with their goals and priorities, both today and as their needs evolve over time.

Read more from Gallup: https://bit.ly/4izRnv0



Source: Gallup & Edward Jones, "Money and Meaning: Understanding Financial Fulfillment," 2026.

Older adults are much more confident than younger adults in managing their current finances. Confidence in managing future finances, however, differs less by age.

09/10/2026

Market headlines got you worried? Staying focused on what you can control can help you feel more at ease. And one of the ways to do that is by diversifying your investment portfolio.

Diversification can't guarantee profits or prevent losses, but it can help manage risk and smooth out some of the ups and downs that can come with investing. However, diversification isn't one-size-fits-all. The right approach depends on your goals, timeline and comfort with risk.

If you'd like to talk about your portfolio or have questions about navigating today's market environment, I'm here to help.



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2159 Glebe Street, Suite 150
Carmel, IN
46032

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Tuesday 8am - 5pm
Wednesday 8am - 5pm
Thursday 8am - 5pm
Friday 8am - 5pm

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