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Investment Advisory Services

At the core of successful investing is an appropriate balance between investment returns and investment risk. At Brumbaugh Wealth Management, we help you achieve that balance – and maintain it through all the changes you may experience in life: financial obstacles, salary fluctuations, family dynamics, business upheavals, marketplace instability, and more.

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

  • A team of specialists. Our coordinated, experienced team will work with you to set goals, analyze your situation, protect your income, and create a plan to help you achieve your objectives at every stage of your life.
  • Modeling and allocation tools. We use proven modeling and allocation tools to recommend investments and/or investment managers to implement your personal financial solution.
  • Proactive risk management. Many people don’t understand risk as it relates to their investment portfolio, often unknowingly assuming either too much or too little risk. We will assess your risk tolerance level and ensure that your portfolio is in alignment with your goals and your personality.
  • An open-architecture approach. As a non-captive agent, we have access to a broad array of solutions and resources. We are not limited to a particular company, fund, or money manager but, instead, can act in your best interest at all times by recommending exactly what you need for your unique situation.
  • An emphasis on tax efficiency. Particularly when it comes to accounts that are not tax sheltered, we act as your advocate to promote tax efficiencies in your investment opportunities.
  • Minimizing expenses. Many investments carry price tags either on the front or the back end that cut into your returns. We help you make choices that minimize fees and expenses with the goal of maximizing the return on your investment. We ourselves offer a very competitive fee structure.

Ultimately, as investment advisor representatives our services help you balance investment risk and return to navigate volatility and uncertainty so you can write your financial story the way you want it written.

 



P 610.458.2495
F 610.458.7873
ngarganio@brumbaughwealth.com
Eagleview Corporate Center
760 Constitution Dr. Suite 100
Exton, PA 19341
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 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.