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In the News

Brumbaugh Wealth Management gives back to the community using matching grants.

Exton, Pennsylvania – Brumbaugh Wealth Management has recently donated $8,500 to four local non-profit organizations including: Chester County Futures, Chester County Historical Society, Family Lives On and the YMCA of Greater Brandywine. Brumbaugh Wealth used matching dollars provided by Lincoln Financial Foundation effectively doubling the amounts given to each organization.

Kimberly Brumbaugh said, “Giving back to our community is a hallmark of the firm. We firmly believe in helping others by giving our time, sharing our talents, and providing monetary support to organizations who have demonstrated a need that supports the Firm’s 2015 giving theme of Supporting Our Community’s Children. Each of the recipients provides unique support and education to the children of Chester County.”

Chester County Futures (Left to Right): Judy McGlew, Marjorie Dawkins, Guillermo Solis, Susanne Motta and Andrew Storti, Partner and COO of Brumbaugh Wealth Management.



Chester County Historical Society (Left to Right): Kimberly Brumbaugh CEO and Founder of Brumbaugh Wealth Management, and David Reinfeld, Interim President, Chester County Historical Society.



Family Lives On (left to right) Christine Cavalieri, Executive Director, Kelly Becker, Director of Development and Outreach, and Kimberly Brumbaugh, Founder and CEO of Brumbaugh Wealth Management.



YMCA of Greater Brandywine (left to right):  Michelle Venema, Director of Business development, Brumbaugh Wealth Management and Denise Day, President and CEO YMCA of Greater Brandywine.


Brumbaugh Wealth Management is a firm whose emphasis is on comprehensive planning driven by advice. Clients and prospects include business owners, executives and professionals, who would like to solve their financial objectives on a cross disciplinary basis by using a holistic viewpoint. Brumbaugh Wealth team members serve as advocates and trusted advisors to clients to ensure financial planning success based upon each client’s personal definition of success.


Other News Article 
Barron Women's Summit -
12/8/15

Development and Account Management - January 2015: 
Download CCCBI

Brumbaugh Wealth Management named CCCBI Small Business of the Year – December 2014: Download 1Download 2 

Chester County Times
Chester County Chamber of Business and Industry 
Daily Local - Small biz of the year 
Daily Local - Outstanding work 
Quality of Life Award - SPARC June 30th
Luminella Press Release

 

Michelle Venema Joins Firm as Director of Business Development - December 2014: Download

Kim Brumbaugh Named to CCCBI Board of Directors – December 2014

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CCCBI

 




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.
 


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