Sound financial plans help you feel prepared for the unexpected and face the future with a sense of confidence. That self-assurance allows you to pursue your most-valued goals while enjoying life to its fullest. You deserve to feel confident about tomorrow; we can help you get there.
At Brumbaugh Wealth Management, we focus our collective experience of almost 100 years on helping you take charge of your financial situation. Our fully independent firm was founded to return the world of financial planning to where it belongs: you. Your values inspire us, we are motivated by your goals, and we are driven to provide lasting and comprehensive solutions. Affirmed by our support of Cetera Advisor Networks, we adhere to their philosophy of "service clients first” with our focused financial strategies and leadership.
Advise. Plan. Advocate. These are the founding tenets of our firm, and we believe our clients deserve strategies tailored to their unique situations. Through understanding the full picture of your financial life, we develop a comprehensive vision that encompasses your short- and long-term objectives. For total integration of your plan, we’ll coordinate with other members of your financial team, such as CPAs, attorneys, and estate professionals to promote your financial well-being.
While applying the personalized attention of a boutique firm, we have access to a variety of investment and insurance products. Though we constantly adapt to our rapidly changing industry, we differentiate ourselves by adhering to our disciplined and time-honored process. We are problem solvers, strategists, and devoted advocates of your continued success.
Finances are complex. By identifying hidden issues and gaps in your portfolio, our advisors can recommend solutions designed to strengthen your financial situation. We also coordinate with any other advisors you might have to enhance our strategic partnership as we create a single, comprehensive financial plan.
Financial products come and go, but customized solutions are designed to stand the test of time. As a strategy-driven firm, we design comprehensive and flexible financial solutions that help meet the needs of today while laying the foundation for tomorrow. We believe your goals, business commitments, and family situation deserve unique solutions that are customized to you and adaptable to change. When your life evolves, so should your strategies.
We don't hand you a plan and then walk away. We value relationships and strive to truly know our clients and their families. While we are heavily invested in your financial health, our focus extends far beyond your portfolio. We pursue a deeper sense of understanding so that we can provide unparalleled service and responsiveness to your needs. More than financial advisors, we are your advocates and remain committed to guiding, supporting, and assisting you through all stages of life.
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