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Kimberly Brumbaugh
kbrumbaugh@brumbaughwealth.com

Kim is the Founder, CEO and wearer of many hats at Brumbaugh Wealth Management. Kim started the business in 2004 with a clear vision of her key responsibilities of coaching clients through complex financial situations and act as a catalyst to get things done. Advise executives in the areas of Financial and Estate Planning and Business Continuity Planning for owners of privately held businesses. When she is not advising, planning or advocating for a client, she is making sure the office looks and smells nice, is well stocked with goodies for the gang, is coaching her teammates in the best practices to serve clients, is prospecting for new opportunities, is making people to people connections, and giving her hard earned personal and business financial resources to local non-profit community organizations. Whew! With all that going on, would you believe there is never a hair out of place, or a harsh word spoken? It’s true.

Her resume is as impressive as they come, and her awards list is long and distinguished including being a top performer in her industry as recognized by Philadelphia Magazine, Smart CEO Magazine, Philadelphia Business Journal as well as Lincoln Financial Advisors her broker/dealer. At Lincoln, she is one of only 47 of the over 2,200 advisors selected to the Business Intelligence Institute and is one of the few women earning that honor. She is a past named Woman of Distinction, Female Business Leader of the Year, and PA Governor’s Best 50 Women in Business to name just a few. Her latest award is the 2015 Small Business of the Year Award presented by the Chester County Chamber of Business and Industry.

Kim promotes a work/life balance with family being a priority followed by a healthy work environment where she encourages her team to grow, professionally, personally and spiritually. She counts her blessings and her team loves her for it. Kim is an open book, willing to share her experiences to anyone who needs guidance and is willing to ask for help.

Kim, being a strong woman, suggested her husband, Mark, retire early to manage the family, which he agreed to do. Kim is proud of her loving family, including their three sons, daughter-in-law, grandson and dog, Pepper.

When she finds that rare moment to herself, Kim likes to garden, practice yoga, listen to music and relax with friends and family.



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.
 


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