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Exton, PA

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Kimberly Brumbaugh

Kimberly Brumbaugh

Founder and CEO

Kim is the Founder, CEO and wearer of many hats at Brumbaugh Wealth Management. This year she'll celebrate twenty years in the industry. After working for a large firm in Philadelphia, Kim started her firm in 2004 with a clear vision to coach clients through complex financial situations and act as a catalyst to get things done. In addition to serving her clients, Kim governs the business and works with her team on best practices to serve clients, prospects for new opportunities, and gives her hard earned personal and business financial resources to local non-profit community organizations. Whew! With all that going on, would you believe there is never a hair out of place, or a harsh word spoken? It’s true.

Her resume is as impressive as they come. Her awards list is long and distinguished, including being a top performer in her industry as recognized by Forbes Magazine, Philadelphia Magazine, CEO Report, Philadelphia Business Journal as well as Lincoln Financial Advisors, our broker-dealer. At Lincoln, she is one of only 101 of the over 2,200 independent advisors selected to the Business Intelligence Institute and is one of the few women earning that honor. She is a past named Woman of Distinction, Female Business Leader of the Year, and PA Governor’s Best 50 Women in Business to name just a few. Her most recent recognitions were in the Wall Street Journal- January 2019, Philadelphia Magazine- December 2018, and Forbes- December 2017 as a Five Star Wealth Manager, and CEO Report- January 2018 as one of Philadelphia's fastest growing businesses.

Kim loves everything about being a financial advisor, but is especially passionate about interacting with clients and knowing that together they can design solutions to help them navigate their finances with confidence.  And it's not always about the numbers! When clients have a concern in another area, Kim generally knows someone that can help them with a service the firm doesn't provide. She has built her firm to be a "one-stop-shop" to help clients and she finds interacting with clients and networking with people she can help very rewarding.

Kim is also passionate about her family, including 3 sons, two grandsons, Pepper their dog, and her husband, Mark. If you know Kim, you know that she loves talking about her family and the joy they bring to her life. Her perfect weekend afternoon would be spent sitting on her deck enjoying the sunshine with her family (add in a great book and glass of wine for good measure!).

 

*Criteria for Business Intelligence Institute are: Premier Partner status, access to business owner market, QCC- qualifies, committed coachable, LifeComp certified, Pinnacle member
**Nomination criteria for 2015 Small Business of the Year are: member of CCCBI, employs at least 75 or less employees, in business a minimum of 5 years, shows success in industry, and active in community.
*For nomination process of all other awards listed please see Awards and Recognition page.