Broker Check

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.

Learn More

Our Approach


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

Helpful Content

Your Emergency Fund: How Much Is Enough?

Your Emergency Fund: How Much Is Enough?

Having an emergency fund may help alleviate the stress and worry associated with a financial crisis.

Social Security: The \$64,000 Question

Social Security: The \$64,000 Question

One of the most common questions people ask about Social Security is when they should start taking benefits.

Social Security: The Elephant in the Room

Social Security: The Elephant in the Room

Some people wonder if Social Security will remain financially sound enough to pay the benefits they are owed.

 

You May Need to Make Estimated Tax Payments If…

Have income that isn’t subject to tax withholding? Or insufficient withholdings? You may have to pay estimated taxes.

IRA Withdrawals that Escape the 10% Tax Penalty

The list of IRA withdrawals that may be taken without incurring a 10% early penalty has grown.

Saving on Fitness Center Membership Costs

There are ways to improve your physical fitness without denting your fiscal fitness.

What Is a 1035 Exchange?

1035 exchanges provide a way to trade-in an annuity contract or life insurance policy without triggering a tax liability.

Six Most Overlooked Tax Deductions

Six overlooked tax deductions to help manage your tax bill.

Volunteering in Retirement

For many, retirement includes contributing their time and talents to an organization in need.

View all articles arrow

Self-Employed Retirement Plans

Estimate the maximum contribution amount for a Self-Employed 401(k), SIMPLE IRA, or SEP.

Estimate Your RMD

Help determine the required minimum distribution from an IRA or other qualified retirement plan.

Federal Income Tax

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

How Much Home Can I Afford?

With a few simple inputs you can estimate how much of a mortgage you may be able to obtain.

Potential Income from an IRA

Estimate your monthly and annual income from various IRA types.

Comparing Mortgage Terms

Estimate the total cost in today's dollars of various mortgage alternatives.

View all calculators arrow

Your Cash Flow Statement

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

Tax Management Strategies

Learn more about taxes, tax-favored investing, and tax strategies.

Managing Your Lifestyle

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

Keys to Investing for Retirement

There are some key concepts to understand when investing for retirement

An Inside Look at Retirement Living

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

Retirement Plan Distributions

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

View all presentations arrow

Suddenly Single: 3 Steps to Take Now

Have you found yourself suddenly single? Here are 3 steps to take right now.

Choosing a Mortgage

Selecting a mortgage isn't an easy process. Get a better understanding of how professionals make the right decisions.

What Our Kids Can Teach us About Saving Money

Would you guess that Millennials are effectively saving for retirement? Well, they are.

Are Alternative Investments Right for You?

With alternative investments, it’s critical to sort through the complexity.

The Business Cycle

How will you weather the ups and downs of the business cycle?

Where Is the Market Headed?

We all know the stock market can be unpredictable. We all want to know, “What’s next for the financial markets?”

View all videos arrow