It's About You
Our fully-independent firm was founded to return the world of financial planning back where it belongs: to you. We are inspired by your values, motivated by your goals and driven to provide lasting solutions.Learn More
What matters to you? From your smallest ambitions to your lifelong dreams, we focus our attention on understanding your most cherished objectives.Learn More
A Dedicated Team
We are veteran problem solvers, and our team-based approach to financial planning allows us provide clients with a truly diverse and objective perspective.Learn More
Advise. Plan. Advocate.
Am I going to be okay? Will I maintain my wealth in retirement? What legacy will I leave my grandchildren?
These are some of life’s most essential questions. They are at the core of your confidence and the heart of your future. At Brumbaugh Wealth Management, we dedicate ourselves to providing solutions that answer these questions and strengthen the fabric of your financial life.
We believe our clients deserve strategies tailored to their unique situation. Through understanding the full picture of your financial life, we develop a comprehensive vision that encompasses your short and long-term objectives. Whether you’re a millennial who recently entered the workforce or a business veteran preparing to retire, you deserve to know that tomorrow is secure.
As a strategy-driven firm, we create comprehensive and flexible financial solutions that help meet the needs of today while laying the foundation for tomorrow. We believe your goals, business commitments, and family situation deserve unique solutions that are customized to you and adaptable to change. Contact us today to get started.Contact Us
Inflation & Your Money
It's important to understand how inflation is reported and how it can affect investments.
How Will Working Affect Social Security Benefits?
Knowing the rules may help you decide when to start benefits.
5 Things That Seasoned Travelers Are Doing (That You're Not)
A collection of tips from professional travelers.
There are four very good reasons to start investing. Do you know what they are?
The tax rules governing profits you realize from the sale of your home have changed in recent years.
A quick look at how federal income taxes work.
Apps that help small business owners better manage and grow their business.
Here's a look at several birthdays and “half-birthdays” that have implications regarding your retirement income.
Taking regular, periodic withdrawals during retirement can be quite problematic.
Assess how many days you'll work to pay your federal tax liability.
Use this calculator to estimate your capital gains tax.
Estimate how much of your Social Security benefit may be considered taxable.
Estimate the total cost in today's dollars of various mortgage alternatives.
Enter various payment options and determine how long it may take to pay off a credit card.
Use this calculator to compare the future value of investments with different tax consequences.
There are a number of ways to withdraw money from a qualified retirement plan.
There are some key concepts to understand when investing for retirement
Using smart management to get more of what you want and free up assets to invest.
Learn more about taxes, tax-favored investing, and tax strategies.
A number of questions and concerns need to be addressed to help you better prepare for retirement living.
A presentation about managing money: using it, saving it, and even getting credit.
With alternative investments, it’s critical to sort through the complexity.
What are your options for investing in emerging markets?
When should you take your Social Security benefit?
Millions faithfully file their 1040 forms each April. But some things about federal income taxes may surprise you.
The average retirement lasts for 18 years. Are you prepared to fill that many days?
A growing number of Americans are pushing back the age at which they plan to retire. Or deciding not to retire at all.