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
It Was the Best of Times, It Was the Worst of Times
All about how missing the best market days (or the worst!) might affect your portfolio.
Immediate vs. Deferred Annuities
Looking forward to retirement? It's critical to understand the difference between immediate and deferred annuities.
Caring for Aging Parents
As our nation ages, many Americans are turning their attention to caring for aging parents.
The chances of an IRS audit aren't that high. And being audited does not necessarily imply that the IRS suspects wrongdoing.
Gaining a better understanding of municipal bonds makes more sense than ever.
Four vacation destinations you might never have thought of.
Currency has been around for a long time. Here’s a quick history lesson.
Few contemplate the complex journey that brought their coffee from farm to kitchen table.
Six overlooked tax deductions to help manage your tax bill.
This calculator compares the financial impact of leasing versus buying an automobile.
Assess whether you are running “in the black” or “in the red” each month.
Use this calculator to assess the potential benefits of a home mortgage deduction.
This calculator will help determine whether you should invest funds or pay down debt.
This calculator compares employee contributions to a Roth 401(k) and a traditional 401(k).
This calculator shows how inflation over the years has impacted purchasing power.
There are some smart strategies that may help you pursue your investment objectives
Principles that can help create a portfolio designed to pursue investment goals.
Learn more about taxes, tax-favored investing, and tax strategies.
Using smart management to get more of what you want and free up assets to invest.
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.
A bucket plan can help you be better prepared for a comfortable retirement.
How do the markets usually react to elections? Was the 2016 election any different?
It’s never a bad time to speak with your financial advisor about changes in your situation.
In good times and bad, consistently saving a percentage of your income is a sound financial practice.
Here’s a crash course on saving for college.
That big list of dreams and goals isn't the only way to look at your bucket list.