Brumbaugh Wealth was proud to sponsor the 2021 Vista Millennial Superstars. On February 4, 2021 Kim was a presenter at the awards ceremony held at Victory Brewing in Parkesburg, PA, as well as live streamed. 40 professionals under 40 years old were recognized for their impactful contributions to their companies and communities within Chester County.
Brumbaugh Wealth Management is pleased to announce that Christopher J. Martin, CFP® has joined our firm as Director of Financial Planning. Chris will be responsible for portfolio management and designing and implementing financial plans for new and existing clients. He brings with him a wealth of experience, totaling over 17 years in the financial services industry. Chris earned his Certified Financial Planner (CFP®) designation in 2014, holds his Series 7, 66, 6, and 63 licenses, and is a graduate from Penn State University. He currently lives in Phoenixville with his wife, Kathryn, and their three children. Please join us in welcoming Chris to the Brumbaugh Wealth team!
Kim Brumbaugh's profile as a Five Star Wealth Manager appeared in the December 2020 issue of Fortune magazine. She received the Five Star Wealth Manager Award for her outstanding service and commitment to clients.
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 pay 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.
Brumbaugh Wealth's heart to the support the community was evident through its recent donation to the United Way of Chester County's Mobile Home Initiative. This program provides guidance to Chester County residents who own mobile homes on ways to reduce their tax burden.
Rallying around healthcare workers to show support during such stressful and uncertain times due to the COVID-19 pandemic, Brumbaugh Wealth teamed up with Brandywine Catering on April 26 to provide lunch for the approximately 50 doctors, nurses, and staff members working at Chester County Hospital.
*Kim Brumbaugh is a board member of the Chester County Hospital Foundation.
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.
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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.
In the January issue of Suburban Life magazine, Kim and Brumbaugh Wealth Management were profiled for their focus and commitment to excellence in client service and education, as well as community support. This passion and strong foundation began for Kim in her teens and continues today for her and her team.
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.”
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.
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.
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. Neither the advisors nor their parent firm paid a fee to CEO Report for the nomination or receipt of the award.