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Exton, PA

Call Us: (610) 458-2495

 
Retirement Redefined How Will You Transition Your Business? Helping Seniors Transition Financial Planning for Corporate Executives

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

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Estimate how many months it may take to recover the out-of-pocket costs when buying a more efficient vehicle.

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

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A number of questions and concerns need to be addressed to help you better prepare for retirement living.

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

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A presentation about managing money: using it, saving it, and even getting credit.

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

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