Kim is the Founder and Managing Partner of Brumbaugh Wealth Management, LLC and has been in the industry for twenty-four years. After working for a large firm in Philadelphia, Kim started her firm in 2004 with a clear vision to build a team that puts the needs of their clients first and serves as a catalyst to get things done. Kim governs the business, oversees portfolio management, and works closely with clients that have greater complexities in their finances. As a fiduciary, ensuring clients are served well in all areas of their financial life is a priority.
Kim's resume is as impressive as they come. She has been recognized as being a top performer in her industry in 2020 by Fortune Magazine and in 2019 by the Wall Street Journal. Currently, she serves as a Director for the Board of Mid Penn Bancorp, Inc. (NASDAQ: MPB), a member of the Mid Penn Bank's Delaware Valley Advisory Board, and a member of the Penn Medicine Chester County Hospital Foundation Board. She's the past Chairman for the Chester County Chamber of Business and Industry and the Southern Pennsylvania Autism Resource Center.
Kim possess a distinguished track record of philanthropy, having supported a myriad of causes in the community for more than two decades. Most recently she was honored by the Philadelphia Business Journal at their 2022 Faces of Philanthropy event for her partnership with the United Way of Chester County in their mobile home initiative.
Kim is a devoted wife and mother. She and Mark have three adult sons, and two grandsons. If you know Kim, you know that she loves talking about her family and the joy they bring to her life. Her perfect weekend afternoon would be spent sitting on her deck enjoying the sunshine with her family (add in a great book and glass of wine for good measure!).
The Five Star Wealth Manager award, administered by Crescendo Business Services, LLC (dba Five Star Professional), is based on 10 objective criteria. Eligibility criteria -required: 1. Credentialed as a registered investment adviser or a registered investment adviser representative; 2. Actively registered as a registered investment adviser or as a principal of a registered investment adviser firm for a minimum of 5 years; 3. Favorable regulatory and complaint history review (As defined by Five Star Professional, the wealth manager has not: A. Been subject to a regulatory action that resulted in a registration being suspended or revoked, or payment of a fine; B. Had more than a total of three settled or pending complaints filed against them and/or a total of five settled, pending, dismissed or denied complaints with any regulatory authority or Five Star Professional's consumer complaint process. Unfavorable feedback may have been discovered through a check of complaints registered with a regulatory authority or complaints registered through Five Star Professional's consumer complaint process; feedback may not be representative of any one client's experience; C. Individually contributed to a financial settlement of a customer complaint; D. Filed for personal bankruptcy within the past 11 years; E. Been terminated from a financial services firm within the past 11 years; F. Been convicted of a felony); 4. Fulfilled their firm review based on internal standards; 5. Accepting new clients. Evaluation criteria -considered: 6. One-year client retention rate; 7. Five-year client retention rate; 8. Non-institutional discretionary and/or nondiscretionary client assets administered; 9. Number of client households served; 10. Education and professional designations. Wealth managers do not pay a fee to be considered or placed on the final list of Five Star Wealth managers. Award does not evaluate quality of services provided to clients. Working with a Five Star Wealth Manager does not ensure that a client or prospective client will experience a higher level of performance or results. The inclusion of a wealth manager on the Five Star Wealth Manager Award list should not be construed as an endorsement of the wealth manager by any client nor are they representative of any one client's evaluation. The Five Star award is not indicative of the wealth manager's future performance. Working with a Five Star Wealth Manager or any wealth manager is no guarantee as to future investment success nor is there any guarantee that the selected wealth managers will be awarded this accomplishment by Five Star Professional in the future. For more information on the Five Star award and the research/selection methodology, go to fivestarprofessional.com. 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.