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

Our Services

You’ve probably read books with great plots – plots that had multiple story lines and complex characters. Investments, insurances, tax strategies, and estate planning all have their roles to play in your story. If you’re a business owner, you have additional themes, such as your corporate succession plan, your financial positioning, and your executive and employee benefits.

Brumbaugh Wealth Management will help you organize all the moving parts of your financial story so that the end result is exactly what you want – for you, and for future generations.

Individual/Family Planning
Investment Advisory Services
Retirement Planning
Estate Planning and Wealth Transfer
Special Needs Family Planning Strategies
Tax Reduction and Insurance Strategies
Business Owner Planning
Business Succession Planning
Tax Reduction and Insurance Strategies
Corporate Benefit Strategies

 

 



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.