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Brumbaugh Wealth Supports Holiday Food Drive

Brumbaugh Wealth Supports Holiday Food Drive

Brumbaugh Wealth was pleased to support The Hankin Group's annual holiday food drive to benefit the Chester County Food Bank. Our office manager, Nancy Garganio, delivered almost 100 items that employees and the firm donated to help those in need in the community.

Emily Howell Joins Brumbaugh Wealth Management

Emily Howell Joins Brumbaugh Wealth Management

Brumbaugh Wealth Management is pleased to announce that Emily Howell has joined our firm as an Administrative Assistant.  Emily will assist with client service requests, business processing, and general office tasks. She brings with her a gentle demeanor and youthful enthusiasm. Emily is innovative, creative, and a problem solver. She currently lives in Honey Brook with her family, including three sisters and her mother, Diane, who is our Executive Assistant and Client Services Specialist.  Please join us in welcoming Emily to the Brumbaugh Wealth team! She can be reached at ehowell@brumbaughwealth.com or 610-321-3076.

2022 Executive of the Year Awarded to Kim Brumbaugh

2022 Executive of the Year Awarded to Kim Brumbaugh

On November 3, Kim was recognized as the 2022 Executive of the Year by the Chester County Chamber of Business & Industry (CCCBI) during its Annual Awards Celebration. This award is presented to a senior executive who demonstrates great business and civic leadership in the community. Laura Manion, CCCBI President, shared, “Kim Brumbaugh is a true public servant and is continually recognized for being a top performer in her industry and for her decades of notable experience. She is not only a leader in the Chester County business community, but also in the nonprofit sphere, serving on many boards, and bringing her talents, mentorship, and initiatives to those organizations.”  


Executive of the Year:  Awarded to a Chester County Chamber of Commerce member who is C-Level Executive Leader of a company who has had a significant impact during the year or who has shown steadfast leadership to their company and the community on an ongoing basis. The nominations are made by Chester County Chambers members. The Executive Board decides by majority vote on the recipient of the award. 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. No compensation was provided directly or indirectly by the recipient for participation or in connection with obtaining or using the third-party rating or award.

Kim Brumbaugh Presents at Women Influencing&#160;<br/>Business Conference

Kim Brumbaugh Presents at Women Influencing 
Business Conference

Kim conducted a breakout session for the Chester County Chamber’s Women Influencing Business “WIB” conference held at the Boy Scout’s of America complex in Exton, PA. Her topic was “Women and Finance in Today’s Economy”. The WIB event was a huge success, with sixty-seven women attending.

Brumbaugh Wealth Hosts Annual Client Event

Brumbaugh Wealth Hosts Annual Client Event

Brumbaugh Wealth hosted its Annual Client Event October 13th at Whitford Country Club. An evening of good food, fun, and conversation was enjoyed by almost 100 attendees. 

New Office Opens in Greensboro

New Office Opens in Greensboro

Brumbaugh Wealth Management is pleased to announce the opening of our newest office location in Greensboro, North Carolina.  August 1, 2022 marked the grand opening at 101 S. Elm Street, Suite 56, Greensboro, NC  27401. Financial Planner and Director of Business Development, Andrew Scheppegrell (Schep) is our “resident” advisor. This is a perfect fit for Andrew as he is a native of Greensboro and graduate of the University of South Carolina. He started his career in the industry in 2016 before joining Brumbaugh Wealth in 2018. “I’m thrilled to bring the financial planning experience that I learned from my colleagues in Pennsylvania back to my hometown of Greensboro. I’m passionate about helping individuals and families plan for their futures and having the opportunity to do so here in Greensboro is incredibly motivating for me”, states Schep.  “You can contact me at 336-253-2513 or aschep@brumbaughwealth.com .”

2022 Whitford Classic Sponsor

2022 Whitford Classic Sponsor

 Brumbaugh Wealth Management was the primary sponsor for the Whitford Classic on September 23-25. Since 2011 members of Whitford Country Club have raised over $1.1M to support 60 local charities and BWM has been a supported since inception. Connecting people who care with causes that matter is important to the fabric of our company.

Brumbaugh Wealth 2022 Faces of Philanthropy&#160;

Brumbaugh Wealth 2022 Faces of Philanthropy 

The Philadelphia Business Journal honors Brumbaugh Wealth Management at their 2022 Faces of Philanthropy event. Brumbaugh Wealth Management partnered with The United Way of Chester County to undertake tax reassessments for local homeowners that were being overcharged with their taxes. Of those undertaken, Brumbaugh has paid for one in five mobile homeowner reassessments. This initiative has saved hundreds of thousands of dollars in taxes and penalties. With the financial support of Brumbaugh, they have successfully appealed over 760 cases, saving mobile homeowners an average of $885.35 annually on taxes. 

Brumbaugh Wealth Takes Strides for Charity

Brumbaugh Wealth Takes Strides for Charity

Twenty staff and family members of the Brumbaugh Wealth Team took part in the Snowball Shuffle on March 5. This 5K run /1 mile walk was hosted by Communities That Care of Greater Downingtown, which promotes mental health and prevents substance abuse. The event took place in Eagleview Town Center. As part of their sponsorship, the Brumbaugh Wealth Team operated the hot chocolate table, which was a fun way for all to celebrate their participation in this charitable event.