Check the background of this financial professional on FINRA's BrokerCheck.

Our Approach

When it comes to your financial story, you want to author a masterpiece that will be treasured for generations to come. Our goal is to help you do exactly that. We use an integrated team approach to provide you with comprehensive financial solutions that are:

  1. Fact-based. Through a detailed interview process, we make sure we have all the necessary data about your income, investments, assets, tax situation, business status, family composition, education funding, estate requirements, and more.
  2. Goal-oriented. What is most important in your story? Usually it’s not money – it’s something that money can help facilitate, such as security, adventure, leaving a legacy, giving to charity, etc. We listen carefully to gain a clear vision of what you aspire to, then build the plan that will help you write your story the way you want.
  3. Realistic. We don’t engage in “timing the market” or “beating the benchmarks.” We develop solid financial plans that are realistic about how investment returns rise and fall so that you can move steadily in the direction of your goals.
  4. Flexible. We build flexibility into your plan from the beginning because we know that life changes. Situations shift. This flexibility helps keep the chapters of your story unfolding as you want.



P 610.458.2495
F 610.458.7873
ngarganio@brumbaughwealth.com
Eagleview Corporate Center
760 Constitution Dr. Suite 100
Exton, PA 19341
Connect with us on: Go to LinkedIn  


 
 
 Registered associates of Brumbaugh Wealth Management are registered representatives of Lincoln Financial Advisors. Securities and investment advisory services offered through Lincoln Financial Advisors Corp., a broker/dealer (member SIPC) and registered investment advisor. Insurance offered through Lincoln affiliates and other fine companies. Brumbaugh Wealth Management is not an affiliate of Lincoln Financial Advisors Corp.

In MI, securities and advisory services offered through Lincoln Financial Advisors Corp., a broker-dealer, registered investment advisor and insurance agency. In CA, insurance offered through Lincoln Marketing and Insurance Agency, LLC and Lincoln Associates Insurance Agency, Inc. In WA, insurance offered through Lincoln Financial Advisors Corporation and LFA, Limited Liability Company and other fine companies. In UT, LFA Insurance Agency - insurance offered through Lincoln affiliates and other fine companies. In all other states, insurance offered through Lincoln affiliates and other fine companies.

CRN-1256746-072315

We are licensed in the following states: AZ, CA, DC, DE, FL, VT, GA, MA, MD, MI, NC, NJ, NV, NY, OH, PA, RI, TN, TX, VA.
 


Check the background of this financial professional on FINRA's BrokerCheck.