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
To Catch a Thief
Having your identity stolen may result in financial loss plus the cost of trying to restore your good name.
A Penny Saved is Two Pennies Earned
Here are some simple and inexpensive energy-saving tips that may help you save money.
What Is a Stretch IRA?
If you have a traditional IRA, you may have the opportunity to extend its tax-deferred status across multiple generations.
The S&P 500 represents a large portion of the value of the U.S. equity market, it may be worth understanding.
There are four very good reasons to start investing. Do you know what they are?
A few strategies that may help you prepare for the cost of higher education.
Healthy habits are one of the greatest gifts to give your child.
It's important to understand the pros and cons when considering a prepaid debit card.
Experiencing negative returns early in retirement can potentially undermine the sustainability of your assets.
This calculator helps determine your pre-tax and after-tax dividend yield on a particular stock.
Use this calculator to assess the potential benefits of a home mortgage deduction.
Estimate your monthly and annual income from various IRA types.
Estimate how much income may be needed at retirement to maintain your standard of living.
Estimate how many months it may take to recover the out-of-pocket costs when buying a more efficient vehicle.
Estimate the total cost in today's dollars of various mortgage alternatives.
A number of questions and concerns need to be addressed to help you better prepare for retirement living.
There are a number of ways to withdraw money from a qualified retirement plan.
Investment tools and strategies that can enable you to pursue your retirement goals.
Principles that can help create a portfolio designed to pursue investment goals.
A presentation about managing money: using it, saving it, and even getting credit.
There are some smart strategies that may help you pursue your investment objectives
Agent Jane Bond is on the case, discovering how bonds diversify a portfolio.
Here’s a quick guide to checking to see if you have unclaimed money.
Here’s a crash course on saving for college.
Taking your Social Security benefits at the right time may help maximize your benefit.
When should you take your Social Security benefit?
Would you guess that Millennials are effectively saving for retirement? Well, they are.