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
Red Flags for Tax Auditors
Here are six flags that may make your tax return prime for an IRS audit.
“Dirty Dozen” Tax Scams to Watch For
Every year the IRS releases its list of tax scams, spotlighting some ways that people try to separate you from your money.
U.S. Personal Savings Rate
What can be learned from the savings rate?
If you are concerned about inflation and expect short-term interest rates may increase, TIPS could be worth considering.
Divorce is the second most stressful time in a person's life. Here's some tips to get through it.
It's important to understand how inflation is reported and how it can affect investments.
An increasing number have been developed to help individuals with their personal finances.
If you find it hard to attain personal life goals, there’s an app for that!
Does it make sense to borrow from my 401(k) to pay off debt or to make a major purchase?
Estimate the potential impact taxes and inflation can have on the purchasing power of an investment.
This calculator shows how inflation over the years has impacted purchasing power.
This calculator may help you estimate how long funds may last given regular withdrawals.
Use this calculator to assess the potential benefits of a home mortgage deduction.
Use this calculator to estimate your income tax liability along with average and marginal tax rates.
Estimate how many months it may take to recover the out-of-pocket costs when buying a more efficient vehicle.
A number of questions and concerns need to be addressed to help you better prepare for retirement living.
There are some smart strategies that may help you pursue your investment objectives
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.
There are a number of ways to withdraw money from a qualified retirement plan.
A presentation about managing money: using it, saving it, and even getting credit.
In life it often happens that the answers to our most pressing questions are right in our own backyards.
What does your home really cost?
$1 million in a diversified portfolio could help finance part of your retirement.
When should you take your Social Security benefit?
What if instead of buying that vacation home, you invested the money?
Retiring early sounds like a dream come true, but it’s important to take a look at the cold, hard facts.