Broker Check

Meet The Team

Seasoned & Multigenerational

From our Delaware Valley roots to offices across the country, Brumbaugh Wealth is built as a multigenerational practice: seasoned advisors for judgment and perspective; next-gen talent being developed to serve young professionals, rising executives, and high earners navigating their wealth-building years. Wherever you meet us, we operate as one coordinated team that listens first, designs with discipline, and stays alongside you to implement and adapt.

Lauren Patrick

Lauren Patrick

Senior Director of Client Experience

610.884.4215

Diane Howell

Diane Howell

Executive Assistant and Client Service Specialist

610.885.0840

How We Work

Listen first, design a disciplined plan, and stay alongside you.

Explore Our Approach

Solutions For Your Life

Wealth services across tax, risk, retirement, and wealth transfer.

About Our Firm

We Build Community

How we give time, talent, and resources where we live and work.

Get Started Today