Brumbaugh Wealth Management, Llc

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Description

  • Brumbaugh Wealth Management is a boutique financial services firm that serves clients coast to coast. We engage on a personal level with our clients to deliver customized, comprehensive financial solutions. As an independent firm whose planners are registered with Lincoln Financial Advisors, we offer world-class financial services and resources. Brumbaugh Wealth Management stands apart from the competition because we are: Problem solvers. Finances are complex: as problem solvers, we identify issues and gaps that you may not have been aware of. We then recommend solutions so you can write your financial story the way you want to live it now and in the future. Coordinator. Do you work with an attorney? Accountant? Insurance agent? Business consultant? We coordinate with your other advisors so you benefit from a single, comprehensive financial plan. Solutions. There are plenty of voices in the market today touting this product or that product. But products come and go. Thats why we are solution-driven not product-driven. We create comprehensive yet flexible financial solutions designed to help you write your financial story the way you want it written. Advocates. Anyone can hand you a plan and walk away. We dont. We are more than your financial advisor we are your advocate. We stand in the gap between you and the complexities and challenges of investment and finance: advising you, supporting you, assisting you. Its time to author your financial masterpiece. Begin the first chapter by calling us today for a personal consultation. Kimberly Brumbaugh is a registered representative of Lincoln Financial Advisors Corp. a broker/dealer (member SIPC) and a registered investment advisor. Brumbaugh Wealth Management is not an affiliate of Lincoln Financial Advisors. CRN-1210626-060115
  • location

    Headquarters:415 Eagleview Boulevard , Exton, Pennsylvania, United States

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  • Brumbaugh Wealth Management, Llc phone

    Phone Number: +1 610-458-2495

  • Brumbaugh Wealth Management, Llc website

    Website: https://www.brumbaughwealth.com

  • Brumbaugh Wealth Management, Llc employees

    Employees:4

  • Brumbaugh Wealth Management, Llc revenue

    Revenue:$0 - 1M

  • Brumbaugh Wealth Management, Llc legal name

    Legal Name:Brumbaugh Wealth Management, Llc

  • Brumbaugh Wealth Management, Llc's Social Media

    Brumbaugh Wealth Management, Llc linkedin
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  • |  NAICS Code: 312230  |

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Person level website identification

Financial Planner And Director Of Marketing for Brumbaugh Wealth Management, Llc

Andrew Scheppegrell

Financial Planner And Director Of Marketing

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Andrew Scheppegrell

Financial Planner And Director Of Marketing

Christopher Martin

Director Of Financial Planning

Frequently Asked Questions regarding Brumbaugh Wealth Management, Llc

  • Where are Brumbaugh Wealth Management, Llc's Headquarters?

    Brumbaugh Wealth Management, Llc's Headquarters are in 415 Eagleview Boulevard ,Exton,Pennsylvania,United States

  • What is Brumbaugh Wealth Management, Llc's phone number?

    Brumbaugh Wealth Management, Llc's phone number is +1 610-458-2495

  • What is Brumbaugh Wealth Management, Llc's official website?

    Brumbaugh Wealth Management, Llc's official website is https://www.brumbaughwealth.com

  • What is Brumbaugh Wealth Management, Llc's Revenue?

    Brumbaugh Wealth Management, Llc's revenue is $0 - 1M

  • What is Brumbaugh Wealth Management, Llc's NAICS code?

    Brumbaugh Wealth Management, Llc's NAICS code is 312230

  • How many employees are working in Brumbaugh Wealth Management, Llc

    Brumbaugh Wealth Management, Llc has 4 employees

  • What is Brumbaugh Wealth Management, Llc's Industry?

    Brumbaugh Wealth Management, Llc is in the industry of Financial Services

  • Who is Brumbaugh Wealth Management, Llc's Financial Planner And Director Of Marketing?

    Brumbaugh Wealth Management, Llc's Financial Planner And Director Of Marketing is Andrew Scheppegrell

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