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Investment Advisory Services

The core of successful investing starts with an appropriate balance between investment returns and investment risk. Our team of specialists designs strategies that help you find the right balance and navigate periods of uncertainty. Whether you encounter financial obstacles or salary fluctuations, changing family dynamics or business upheavals, our investment plans are customized to your needs and flexible to change. By maintaining an emphasis on tax efficiency, we endeavor to help maximize your investment opportunities.

Our coordinated and experienced advisors work closely with you to analyze your situation, set fixed goals, protect your income and create a strategy that helps you pursue your objectives. Brumbaugh Wealth Management stands apart from the competition with the following features:

  • Advanced Technology. Through our proven, state of the art modeling and allocation tools, we can recommend investments and/or investment managers to implement your personal financial solution.
  • Proactive Risk Management. By taking a proactive approach to your plan, our experienced advisors can help you assess your risk tolerance level and ensure that your portfolio is aligned with your goals and investor personality.
  • Total Independence. As a non-captive firm, we have access to a broad array of solutions and resources. We act exclusively on your behalf and only provide strategies tailored to your unique situation.

How Much Do You Know About Investment?

These days, investing in financial markets is a common practice. Yet, many Americans remain under-informed about how various investment products really work. Want to know how you rank? Challenge yourself with our brief quiz, "Test Your Investment IQ."