In the News

The Chester County Council of the Boy Scouts and Vista Today recognized Kim as a 2023 Leadership Megastar. She received this honor for her leadership skills, as demonstrated by her character, vision, courage, passion, and humility. Kim comments, “True leaders listen first and lead by example. My motto is: Character is how you act when others aren’t looking. Showing kindness and encouragement to help others be the best version of themselves, to build their character and influence, are just a few ways I like to inspire others, along with being humble — humility goes a long way.” Congratulations Kim--well-earned and much deserved!

The Boy Scouts of America Vista Leadership Megastar is a recognition won by presenting leadership and service to the community and is given to those who have been nominated by community members. Recognition from rating services or publications is no guarantee of future investment success. Working with a highly rated advisor does not ensure that a client or prospective client will experience a higher level of performance of results. These ratings should not be construed as an endorsement of the advisor by any client nor are they representative of any one client’s evaluations. 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.

Brumbaugh Wealth was a proud sponsor of the Chester County Chamber of Business and Industry's (CCCBI) Annual Golf Outing recently held at Applebrook Golf Club. Our firm supported this event as a "Hole Sponsor", as well as fielded a twosome. CCCBI's mission is to develop the workforce and help businesses in Southeastern Pennsylvania.

Brumbaugh Wealth was pleased to be a sponsor of Home of the Sparrow's Walk for Women. The walk benefitted securing housing for homeless women and their families in Chester County. Several team members and their families participated, not allowing overcast skies to deter their support or enthusiasm.

The charitable entities and/or fundraising opportunities described herein are not endorsed by, or affiliated with Cetera Advisor Networks LLC or its affiliates. Our philanthropic interests are personal to us and are not reviewed, sponsored, or approved by Cetera Advisor Networks LLC.

Kim Brumbaugh, as a Chester County Hospital Foundation Board Member, recently participated in the ribbon cutting ceremony of the new Abramson Cancer Center at Penn Medicine's Chester County Hospital. The Center will provide exceptional and state-of-the-art cancer treatment and care to the patients and families within the community.

40 Young Professionals who are 40 years or younger were recognized by Vista Today for their contributions to their companies and communities at a recent event held at the Great Valley Penn State campus. Brumbaugh Wealth was pleased to be a sponsor of this event in support of these Millennial Superstars and their achievements.

Brumbaugh Wealth was pleased to be a sponsor of the United Way's 2023 Chester County Stronger Golf Classic held at Penn Oaks Golf Club. Funds raised from this event supported United Way's efforts to provide education, health, and financial stability to residents in Chester County. In addition to being the Golf Ball sponsor, Brumbaugh Wealth provided a lively foursome to participate in the outing.

The charitable entities and/or fundraising opportunities described herein are not endorsed by, or affiliated with Cetera Advisor Networks LLC or its affiliates. Our philanthropic interests are personal to us and are not reviewed, sponsored, or approved by Cetera Advisor Networks LLC.

Brumbaugh Wealth staff and family members recently participated in The Snowball Shuffle. Joining in the spirit of the event, our team donned snowman caps. This 5k run/ 1 mile walk was held on March 4 at Eagleview Town Center in Exton, PA. All proceeds from this event, which Brumbaugh Wealth was a sponsor, benefited Communities that Care of Greater Downingtown in its mission to use preventative programs and policies to foster positive mental health and youth development.

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.

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 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 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. 

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 .”

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.

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.