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
Social Security: Maximizing Benefits
There are other ways to maximize Social Security benefits, in addition to waiting to claim them.
Please Leave Home Without It
Concerns over identity theft continue to grow, especially with data breaches at major companies and financial institutions.
Mastering Mobile Lingo
Can you keep up with your children’s mobile slang?
Here’s a list of 10 questions to ask that may help you better understand the costs and benefits of long-term-care insurance.
If you find it hard to attain personal life goals, there’s an app for that!
If you are concerned about inflation and expect short-term interest rates may increase, TIPS could be worth considering.
You make decisions for your portfolio, but how much do you really know about the products you buy? Try this quiz
When considering life insurance, it's important to understand your options.
In investments, one great debate asks the question, “Active or Passive Investing: Which Is Better?”
Enter various payment options and determine how long it may take to pay off a credit card.
Use this calculator to assess the potential benefits of a home mortgage deduction.
Estimate how much of your Social Security benefit may be considered taxable.
This questionnaire will help determine your tolerance for investment risk.
Use this calculator to better see the potential impact of compound interest on an asset.
Determine if you are eligible to contribute to a traditional or Roth IRA.
The importance of life insurance, how it works, and how much coverage you need.
Learn more about taxes, tax-favored investing, and tax strategies.
Using smart management to get more of what you want and free up assets to invest.
There are a number of ways to withdraw money from a qualified retirement plan.
Principles that can help create a portfolio designed to pursue investment goals.
How federal estate taxes work, plus estate management documents and tactics.
Have you found yourself suddenly single? Here are 3 steps to take right now.
Here is a quick history of the Federal Reserve and an overview of what it does.
In life it often happens that the answers to our most pressing questions are right in our own backyards.
Millions faithfully file their 1040 forms each April. But some things about federal income taxes may surprise you.
It's easy to let investments accumulate like old receipts in a junk drawer.
Procrastination can be costly. When you get a late start, it may be difficult to make up for lost time.