We are personally familiar with the challenges that arise from financial planning for special needs families. Kimberly Brumbaugh, Founder and CEO of the firm, has a special needs child and has walked this path herself. As your advocates, we can provide the skills and information needed to establish special needs trusts, connect you with the right attorneys and much more.
If you and your family are in this situation, we will work with you to:
Nothing is more important than family. At Brumbaugh Wealth Management, we dedicate ourselves to promoting the lifetime care and wellbeing of your special needs family member.