Brumbaugh Wealth Management and Carson Choice merge to support growth initiatives and enhance client service.
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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 registrations, 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, administered by Crescendo Business Services, LLC (dba Five Star Professional), is based on 10 objective criteria. Eligibility criteria -required: 1. Credentialed as a registered investment adviser or a registered investment adviser representative; 2. Actively registered as a registered investment adviser or as a principal of a registered investment adviser firm for a minimum of 5 years; 3. Favorable regulatory and complaint history review (As defined by Five Star Professional, the wealth manager has not: A. Been subject to a regulatory action that resulted in a registration being suspended or revoked, or payment of a fine; B. Had more than a total of three settled or pending complaints filed against them and/or a total of five settled, pending, dismissed or denied complaints with any regulatory authority or Five Star Professional's consumer complaint process. Unfavorable feedback may have been discovered through a check of complaints registered with a regulatory authority or complaints registered through Five Star Professional's consumer complaint process; feedback may not be representative of any one client's experience; C. Individually contributed to a financial settlement of a customer complaint; D. Filed for personal bankruptcy within the past 11 years; E. Been terminated from a financial services firm within the past 11 years; F. Been convicted of a felony); 4. Fulfilled their firm review based on internal standards; 5. Accepting new clients. Evaluation criteria -considered: 6. One-year client retention rate; 7. Five-year client retention rate; 8. Non-institutional discretionary and/or nondiscretionary client assets administered; 9. Number of client households served; 10. Education and professional designations. Wealth managers do not pay a fee to be considered or placed on the final list of Five Star Wealth managers. Award does not evaluate quality of services provided to clients. Working with a Five Star Wealth Manager does not ensure that a client or prospective client will experience a higher level of performance or results. The inclusion of a wealth manager on the Five Star Wealth Manager Award list should not be construed as an endorsement of the wealth manager by any client nor are they representative of any one client's evaluation. The Five Star award is not indicative of the wealth manager's future performance. Working with a Five Star Wealth Manager or any wealth manager is no guarantee as to future investment success nor is there any guarantee that the selected wealth managers will be awarded this accomplishment by Five Star Professional in the future. For more information on the Five Star award and the research/selection methodology, go to fivestarprofessional.com. Listing in this publication and/or award is not a guarantee of future investment success. This recognition should not be construed as an endorsement of the advisor by any client.