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Our Company

Brumbaugh Wealth Management is a boutique financial services firm that serves clients coast to coast. We engage on a personal level with our clients to deliver customized, comprehensive financial solutions. As an independent firm whose planners are registered with Lincoln Financial Advisors, we offer world-class financial services and resources.

Brumbaugh Wealth Management stands apart from the competition because we are:

  • Problem solvers. Finances are complex: as problem solvers, we identify issues and gaps that you may not have been aware of. We then recommend solutions so you can write your financial story the way you want to live it – now and in the future.
  • Coordinators. Do you work with an attorney? Accountant? Insurance agent? Business consultant? We coordinate with your other advisors so you benefit from a single, comprehensive financial plan.
  • Solutions. There are plenty of voices in the market today touting this product or that product. But products come and go. That’s why we are solution-driven – not product-driven. We create comprehensive yet flexible financial solutions designed to help you write your financial story the way you want it written.
  • Advocates. Anyone can hand you a plan and walk away. We don’t. We are more than your financial advisor – we are your advocate. We stand in the gap between you and the complexities and challenges of investment and finance: advising you, supporting you, assisting you.
  • Family. We value relationships and therefore consider it a top priority to get to know you and your family. Our concern goes far beyond your financial status: we pursue a deeper sense of caring and understanding so that we can provide the best possible service and responsiveness to your needs.

It’s time to author your financial masterpiece. Begin the first chapter by calling us today for a personal consultation.



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.