Brumbaugh Wealth Management, LLC

Brumbaugh Wealth Management, LLC Registered Representative offering securities though Cetera Wealth Services LLC, member FINRA/SIPC. Cetera is under separate ownership from any other entity.

Advisory services offered through Cetera Investment Advisers LLC, a Registered Investment Advisor. Advisory services also offered through AdvisorNet Wealth Partners.

Saving early could prove very helpful down the road. Share this piece with your family and consider your choices.
08/29/2026

Saving early could prove very helpful down the road. Share this piece with your family and consider your choices.

We were pleased to sponsor the Chester County Chamber of Business and Industry Golf Outing at Applebrook Golf Club in Ma...
08/27/2026

We were pleased to sponsor the Chester County Chamber of Business and Industry Golf Outing at Applebrook Golf Club in Malvern, PA! ⛳

Our foursome enjoyed a great day on the course while supporting the Chamber’s work to strengthen connections, business development, and community investment throughout Chester County and the surrounding region.

Thank you to the Chamber for a wonderful day!

When it comes to investing, you may be your own worst enemy.
08/22/2026

When it comes to investing, you may be your own worst enemy.

Emotional biases can adversely impact financial decision making. Here’s a few to be mindful of.

When are you taking your Social Security benefits? Considering the timing can help maximize your benefit.
08/15/2026

When are you taking your Social Security benefits? Considering the timing can help maximize your benefit.

Do you have a will? Is it updated?
08/08/2026

Do you have a will? Is it updated?

When do you need a will? The answer is easy: Right Now.

Not sure which option makes more sense for you? This calculator lets you compare two scenarios head-to-head so you can m...
08/01/2026

Not sure which option makes more sense for you? This calculator lets you compare two scenarios head-to-head so you can make a more informed choice.

Compare two different scenarios side by side to see how they stack up over time.

We're excited to share that our Founder and Managing Partner, Kim Brumbaugh, has been appointed to the Chester County Ec...
07/28/2026

We're excited to share that our Founder and Managing Partner, Kim Brumbaugh, has been appointed to the Chester County Economic Development Council's Board of Directors!

This opportunity reflects Kim's continued commitment to supporting business growth and strengthening our local community.

Read the full article at the link below.

Kim Brumbaugh, Founder and Managing Partner of Brumbaugh Wealth Management, has been appointed to the CCEDC's Board of Directors.

Do you know what your insurance needs are, when you’re married, with children?
07/25/2026

Do you know what your insurance needs are, when you’re married, with children?

When you’re married and have children, insurance needs will be different.

Have you used a junk-drawer approach to manage your investments?
07/18/2026

Have you used a junk-drawer approach to manage your investments?

It's easy to let investments accumulate like old receipts in a junk drawer.

Address

717 Constitution Drive, Suite 202
Exton, PA
19341

Opening Hours

Monday 9am - 5pm
Tuesday 9am - 5pm
Wednesday 9am - 5pm
Thursday 9am - 5pm
Friday 8:30am - 4pm

Telephone

+16104582495

Website

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