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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

The Ivory Tower Changes Wall Street

The Ivory Tower Changes Wall Street

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How Will Working Affect Social Security Benefits?

Knowing the rules may help you decide when to start benefits.

The Fed and How It Got That Way

The Fed and How It Got That Way

Here is a quick history of the Federal Reserve and an overview of what it does.


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Budget Check Up: Tax Time Is the Right Time

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Bi-Weekly Payments

This calculator estimates the savings from paying a mortgage bi-weekly instead of monthly.

Potential Income from an IRA

Estimate your monthly and annual income from various IRA types.

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This calculator can help you estimate how much you should be saving for college.

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This calculator helps determine your pre-tax and after-tax dividend yield on a particular stock.

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Estimate how much income may be needed at retirement to maintain your standard of living.

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This calculator can help you estimate how much you may need to save for retirement.

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An Inside Look at Retirement Living

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

Managing Your Lifestyle

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

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There are some key concepts to understand when investing for retirement

Your Cash Flow Statement

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

Investment Strategies for Retirement

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

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Events on Wall Street

Can successful investors predict changes in the markets? Some can but others miss the market’s signals.

The Real Cost of a Vacation Home

What if instead of buying that vacation home, you invested the money?

The Richest Man in Babylon

In good times and bad, consistently saving a percentage of your income is a sound financial practice.

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

16 Wall Street Cliches in 60 Seconds

Pundits say a lot of things about the markets. Let's see if you can keep up.

Can Election Results Predict the Market?

How do the markets usually react to elections? Was the 2016 election any different?

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