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Exton, PA

Call Us: (610) 458-2495

 
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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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Global vs. International: What’s The Difference?

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Estimate how long your retirement savings may last using various monthly cash flow rates.

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Using smart management to get more of what you want and free up assets to invest.

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There’s an alarming difference between perception and reality for current and future retirees.

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

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Tulips were the first, but they won’t be the last. What forms a “bubble” and what causes them to burst?

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The average retirement lasts for 18 years. Are you prepared to fill that many days?

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