Wealth Management Services | Brumbaugh Wealth Management

What Keeps You Up at Night?

Are you wondering if your retirement plans are still on track? Our advisors can help ensure that your plans and goals coincide.

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Preparing for What’s Next

In this volatile world, our advisors can help ensure you’re prepared for a financial emergency.

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Investment Strategy

It can be easy for our investment strategy to run amuck of our goals; we’ll help guide you back on track.

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Retirement Planning

We’ll help ensure your retirement goals and plans are aligned.

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Estate Planning

Our advisors are prepared to guide you through life’s transitions.

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Investment Advisory

We’ll analyze your situation and provide advice based on your unique circumstances.

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Our Team

Kimberly Brumbaugh

Founder and Managing Partner

Andrew Storti

Partner & Chief Investment Officer

Richard Carson

Partner

Meet the Team

Our Company

At Brumbaugh Wealth Management, we dedicate our over 80 years of collective experience to helping our clients.

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Community Involvement

We're humbled to supporting the initiatives of our local non-profits.

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Our Team

Trust. Honesty. Integrity. We believe values matter, and we live by ours every day.

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Are you looking to improve your personal financial picture?

Download our complimentary eBook, Unlocking the Treasure to Financial Wellness to discover practical steps to help you get—or remain—on the path to financial wellness!

Comprehensive Solutions for All Your Needs

We are committed to offering objective advice.

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