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In the News

County Lines Magazine Recognizes Brumbaugh's Philanthropy

Kim's philanthropic endeavors were recognized in County Lines Magazine, March 2020 issue. The article states, "Putting the needs of others first comes naturally [to Kim]."  This is evidenced in her support of various organizations, including Whitford Charitable Fund and its work within Chester County with health organizations, food pantries, libraries, and victims of domestic violence.

For full article:

Andrew Storti Honored as Vista Millennial Superstar

Andrew Storti was recently selected as a VISTA Millennial Superstar.*  This distinction was awarded to 40 professionals under 40 years old in Chester County by VISTA Today during an awards ceremony on February 4, 2020. Creative in his approach, Storti designs intelligent financial programs that clients can be confident in no matter their age, financial history, future goals, or immediate needs. He receives a great sense of satisfaction from his clients with his ability to help them succeed financially.

*Criteria: remarkable work in their company, profession or community; lives, works, or enrolled in college or university in Chester County; 39-years-old or younger on 12/31/19. 40 honorees selected from 253 nominations received.

Chester County Hospital Foundation Appoints Brumbaugh to Board of Directors

On January 21, 2020 Chester County Hospital Foundation appointed Kim Brumbaugh to their Board of Directors. Chester County Hospital is a part of Penn Medicine, and its Foundation was created in 1983 to support the health and well-being of the people in Chester County and the surrounding areas.“I am humbled to serve among others on the board with long tenure who have moved the hospital forward over many years,” said Brumbaugh. “I was drawn to Penn Medicine Chester County Hospital because of its community focus and initiatives and the wonderful care provided to my brother, Rick Shaw, as he battled cancer. I look forward to applying my expertise for the benefit of the patients they help and the community as a whole.”

Forbes Recognizes Kim Brumbaugh

Kim Brumbaugh was featured in Forbes magazine. Her profile appeared in the December 31, 2019 issue.  She was recognized as a 2019 Five Star Wealth Manager for her outstanding service and commitment to clients.

*For full view of profile and Five Star criteria visit:

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.

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.

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.

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.