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Exton, PA

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In the News

First Acquisition for Brumbaugh Wealth      

On January 1, 2019 Brumbaugh Wealth acquired a local investment advisory practice adding $55 million in assets under management to its balance sheet. Click on the link to read the recent press release.

Announcing Lauren Patrick as Brumbaugh Wealth Team Member

We are pleased to announce that Lauren Patrick has joined our firm as  New Business Analyst and Client Services team member. Lauren most recently served in this role part-time with Brumbaugh Wealth Management during 2018, in addition to supporting two Financial Advisors with Lincoln Financial in Berwyn, PA. Ms. Patrick has been with Lincoln Financial since February 2006. Lauren will be responsible for processing new client accounts and servicing current client accounts. Welcome Lauren!

Brumbaugh Wealth Sponsors Local Golf Classic

Brumbaugh Wealth was a sponsor of the Meridian Golf Classic on October 9.  Proceeds supported the Surrey Services for Seniors Transportation Program that offers local seniors the means to attend medical appointments and complete essential errands.

Brumbaugh Wealth Sponsors Pro Women's Cycling Criterium

For the third consecutive year, Brumbaugh Wealth was the proud sponsor of the Pro Women’s Criterium at the Benchmark Twilight Cycling Classic in West Chester. Through our sponsorship, Brumbaugh Wealth ensured prize money for the incredible women cyclists.

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Brumbaugh Wealth Supports the American Cancer Society's Relay for Life

Brumbaugh Wealth proudly supported the recent American Cancer Society's Relay for Life event held on June 19, 2018.  Proceeds benefit research, programs, and services in support of the fight against cancer. We are glad to contribute to the American Cancer Society's efforts of saving lives and giving hope for the future.

Open House at Brumbaugh Wealth

On May 9, 2018 Brumbaugh Wealth opened its doors to clients, colleagues, and friends to introduce their new office location.  Conversation was lively and fun abounded as guests enjoyed refreshments and light fare, including gelato from a vintage truck and keepsake photos taken in a classic red English phone booth.

Brumbaugh Wealth Receives Velocity 50 Award

The CEO Report honored Brumbaugh Wealth Management with the 2018 Velocity 50 Award. The Velocity 50 Award honors the Philadelphia region's 50 fastest growing companies, as their determination, dedication, and drive impact the economic landscape and serves as an example to other firms. 

*award is based on growth percentages of revenue and employee headcount over a three year period & must be located in the Greater Philadelphia Region.

Kim Brumbaugh in Forbes Magazine

Kim was featured in Forbes Magazine.  Her profile appeared in the December 26, 2017 issue. She was honored as a 2017 Five Star Wealth Manager for her outstanding service and commitment to clients. 

*for more information on Five Star criteria, visit:

 United Way Recognizes Brumbaugh Wealth as Corporate Partner of the Year

On September 13, 2017 Brumbaugh Wealth Management received the Corporate Partner of the Year Award for supporting United Way with corporate sponsorship, conducting an employee workplace campaign, and tirelessly advocating for others in the community to support its mission.