Broker Check
Kimberly Brumbaugh

Kimberly Brumbaugh

Founder and CEO

Kim is the Founder and CEO at Brumbaugh Wealth Management, LLC and has been in the industry over twenty 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's a Top of the Table member of Million Dollar Round Table and has been recognized as being a top performer in her industry by Forbes Magazine, Philadelphia Magazine, CEO Report, Philadelphia Business Journal as well as Lincoln Financial Advisors. She is a past named Woman of Distinction, Female Business Leader of the Year, and PA Governor’s Best 50 Women in Business to name just a few. Her most recent recognition was in the Wall Street Journal- January 2019, Philadelphia Magazine- December 2018, Forbes- December 2017 as a Five Star Wealth Manager, and CEO Report- January 2018 as one of Philadelphia's fastest growing businesses.

Kim possess a distinguished track record of philanthropy, having supported a myriad of causes in the community for more than two decades. Currently, she serves as a Director for the Board of Mid Penn Bancorp, Inc. (NASDAQ: MPB) and Mid Penn Bank's Delaware Valley Advisory Board. She'll be appointed to the Penn Medicine Chester County Hospital Foundation Board in January 2020. She's the past Chairman for the Chester County Chamber of Business and Industry and the Southern Pennsylvania Autism Resource Center. 

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!).

 


**Nomination criteria for 2015 Small Business of the Year are: member of CCCBI, employs at least 75 or less employees, in business a minimum of 5 years, shows success in industry, and active in community.
*For nomination process of all other awards listed please see Awards and Recognition page.