In the News
Annual Client Appreciation Event
On May 2, Brumbaugh Wealth celebrated our clients by hosting a dinner in their honor. Close to 100 attendees enjoyed a memorable evening of lively conversation, delicious food, and engaging remarks by Kim.
Brumbaugh Wealth Welcomes Millennial Advisor
Brumbaugh Wealth Management is pleased to welcome Andrew D. Scheppegrell as the firm’s first millennial advisor and paraplanner. Andrew oversees the firm’s initiative of working with the millennial generation of our clients. He is also responsible for designing and implementing financial plans for new and existing clients. Please join us as we welcome Andrew (Schepp) to the Brumbaugh Wealth team!
Mid Penn Bank Appoints Kim Brumbaugh to Board of Directors
Mid Penn Bancorp, Inc. and its wholly-owned subsidiary, Mid Penn Bank, announce the appointment of Kimberly J. Brumbaugh to their Board of Directors, effective February 27, 2019. “We are excited that Kim has accepted a position on our Board of Directors. We look forward to working with her, as her professional experiences and unique skill set will contribute immensely to the future of our Company,” said Board Chairman, Robert C. Grubic.
Kim Brumbaugh in The Wall Street Journal
Kim was featured in The Wall Street Journal. Her profile appeared in the January 30, 2019 issue. She was honored as a 2018 Five Star Wealth Manager for her outstanding service and commitment to clients.
*For full view of profile and Five Star criteria visit: http://publications.fivestarprofessional.com/books/ilrd/
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.
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.
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.