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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.

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Our Approach


What matters to you? From your smallest ambitions to your lifelong dreams, we focus our attention on understanding your most cherished objectives.

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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.

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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.

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Helpful Content

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Required Reading: The Economic Report of the President

The Economic Report of the President can help identify the forces driving — or dragging — the economy.

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You May Need to Make Estimated Tax Payments If…

Have income that isn’t subject to tax withholding? Or insufficient withholdings? You may have to pay estimated taxes.

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Combating counterfeiting remains core to preserving the integrity of the nation’s money.

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Estimate your monthly and annual income from various IRA types.

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Help determine the required minimum distribution from an IRA or other qualified retirement plan.

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Enter various payment options and determine how long it may take to pay off a credit card.

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Use this calculator to better see the potential impact of compound interest on an asset.

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Federal Income Tax

Use this calculator to estimate your income tax liability along with average and marginal tax rates.

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There are some key concepts to understand when investing for retirement

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Learn more about taxes, tax-favored investing, and tax strategies.

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There are some smart strategies that may help you pursue your investment objectives

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Principles that can help create a portfolio designed to pursue investment goals.

Investment Strategies for Retirement

Investment tools and strategies that can enable you to pursue your retirement goals.

Retirement Plan Distributions

There are a number of ways to withdraw money from a qualified retirement plan.

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Coaches

Coaches have helped you your whole life, in ways big and small. We’d like to be one of them.

Jane Bond: Decoding Diversification

Agent Jane Bond is on the case, discovering how bonds diversify a portfolio.

Acres of Diamonds

In life it often happens that the answers to our most pressing questions are right in our own backyards.

The Power of Compound Interest

Learn how to harness the power of compound interest for your investments.

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Have you found yourself suddenly single? Here are 3 steps to take right now.

Should You Invest in Exchange Traded Funds?

There are hundreds of ETFs available. Should you invest in them?

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