Broker Check

Awards & Recognition

Kimberly Brumbaugh

  • 2020 Five Star Wealth Manager as seen in Fortune Magazine
  • 2019 Five Star Wealth Manager as seen in the Wall Street Journal
  • 2019/18/17/16/15/13/12 Five Star Wealth Manager as seen in the Philadelphia Magazine
  • 2020/19/18/17/16/15/14 Lincoln Financial Group, Chairman's Council
  • 2018 CEO Report, Velocity 50 Award
  • 2017 Five Star Wealth manager as seen in Forbes Magazine
  • 2017 United Way Of Chester County Corporate Partner of the Year
  • 2013 Wealth Management Reader's Choice as seen in Smart CEO Magazine
  • 2011 Smart CEO Brava, Women's Business Achievement Award
  • 2009 Philadelphia Business Journal Women of Distinction Award
  • 2009 March of Dimes Chester County Women of Achievement Award
  • 2007 Female Business Leader of the Year Award, Chester County Chamber of Business & Industry


2020 Five Star Wealth Manager as seen in Fortune Magazine 

The Five Star Wealth Manager Award is independently produced by Five Star Professional (FSP) and is based on data from financial advisors, regulatory disclosures, and FSP research. The recipient was independently nominated for the award. Neither the advisors nor their parent firm paid a fee to FSP for the nomination or receipt of the award. A fee of $7060 was paid for standard profile and marketing package in Fortune Magazine. The award was independently granted and membership in an organization was not required. Working with a Five Star Wealth Manager is no guarantee of investment success.


2019 Five Star Wealth Manager as seen in the Wall Street Journal 

The Five Star Wealth Manager Award is independently produced by Five Star Professional (FSP) and is based on data from financial advisors, regulatory disclosures, and FSP research. The recipient was independently nominated for the award. Neither the advisors nor their parent firm paid a fee to FSP for the nomination or receipt of the award. A fee of $4379 was paid for standard profile and marketing package in The Wall Street Journal. The award was independently granted and membership in an organization was not required. Working with a Five Star Wealth Manager is no guarantee of investment success.


2019/18/17/16/15/13/12 Five Star Wealth Manager as seen in the Philadelphia Magazine 

The Five Star Wealth Manager Award is independently produced by Five Star Professional (FSP) and is based on data from financial advisors, regulatory disclosures, and FSP research. The recipient was independently nominated for the award. Neither the advisors nor their parent firm paid a fee to FSP for the nomination or receipt of the award. A fee of $255 was paid for standard profile and brochure rights. The award was independently granted and membership in an organization was not required. Working with a Five Star Wealth Manager is no guarantee of investment success.

 

2020/19/18/17/16/15/14 Lincoln Financial Chairman’s Council

This is a prestigious annual recognition from Lincoln Financial Advisors. Criteria are: participates in Lincoln Financial Advisor’s business development programs, attains Premier Partner status, and achieves high level of gross dealer concession(GDC).


2018 CEO Report, Velocity 50 Award

The award criteria are: growth percentages of revenue and employee headcount over three year period and must be located within the Greater Philadelphia Region. The firm was independently nominated for the award. Neither the advisors nor their parent firm paid a fee to CEO Report for the nomination or receipt of the award.  The award was independently granted and membership in an organization was not required.  Working with a Velocity 50 Award recipient is no guarantee of investment success.


2017 Five Star Wealth Manager as seen in Forbes Magazine

The Five Star Wealth Manager Award is independently produced by Five Star Professional (FSP) and is based on data from financial advisors, regulatory disclosures, and FSP research. The recipient was independently nominated for the award. Neither the advisors nor their parent firm paid a fee to FSP for the nomination or receipt of the award. A fee of $5986  was paid for standard profile and marketing package in Forbes Magazine. The award was independently granted and membership in an organization was not required. Working with a Five Star Wealth Manager is no guarantee of investment success.


2017 United Way of Chester County Corporate Partner of the Year

The award was granted due to continued community service. There was no fee paid to receive the award.


2013 Wealth Management Reader's Choice r as seen in Smart CEO Magazine

The nomination criteria are: experience level, range of provided services, communication skills, and ability to effect change. The recipient was independently nominated for the award. Neither the advisors nor their parent firm paid a fee to Smart CEO Magazine for the nomination or receipt of the award.  The award was independently granted and membership in an organization was not required.  Working with a Smart CEO Reader's Choice recipient is no guarantee of investment success.

 

2011 Smart CEO Brava, Women’s Business Achievement Award

The nomination criteria are: woman business owner, experience level, leadership skills, asset growth, compliance record, and review of best practices. The recipient was independently nominated for the award. Neither the advisors nor their parent firm paid a fee to Smart CEO Brava for the nomination or receipt of the award.  The award was independently granted and membership in an organization was not required.  Working with a Smart CEO Brava Award recipient is no guarantee of investment success.


2009 Philadelphia Business Journal Women of Distinction Award

The award criteria are: outstanding woman in the Greater Philadelphia area, leadership skills, industry experience, vision and values, and community involvement. The recipient was independently nominated for the award. Neither the advisors nor their parent firm paid a fee to PBJ for the nomination or receipt of the award.  The award was independently granted and membership in an organization was not required.  Working with a PBJ Award recipient is no guarantee of investment success.


2009 March of Dimes Chester County Women of Achievement Award

The award criteria are: outstanding woman who made Chester County a better place in which to live and work. The award was granted due to continued community service. There was no fee paid to receive the award.

 

2007 Female Business Leader of the Year Award, Chester County Chamber of Business and Industry

Nomination criteria are: woman in a for-profit business, in leadership role of company, have presence in Chester County, and influences professional women to improve. The recipient was independently nominated for the award. Neither the advisors nor their parent firm paid a fee to  for the nomination or receipt of the award.  The award was independently granted and membership in an organization was not required.