Kimberly J. Brumbaugh
LUTCF®, Founder, CEO
Our firm’s emphasis is on comprehensive planning driven by advice. Our clients are C-suite executives, owners of middle market businesses, and retirees. We solve financial objectives on a cross-disciplinary basis, not just from a legal or tax perspective. Coordinating with other advisors, we help people retire well with our core philosophy of serving clients’ needs first, last and always.
415 Eagleview Boulevard, Suite 110 • Exton, PA 19341 Phone: 610-458-2495 • kbrumbaugh@brumbaughwealth.com brumbaughwealth.com • linkedin.com/in/kimberlybrumbaugh
Kim Brumbaugh is a registered representative of Lincoln Financial Advisors Corp. Securities and investment advisory services offered through Lincoln Financial Advisors Corp., a broker/dealer (member SIPC) and registered investment advisor. Insurance offered through Lincoln affiliates and other fine companies. In MI., Securities and investment advisory services offered through Lincoln Financial Advisors Corp., a broker/dealer, registered investment advisor and an insurance agency. Brumbaugh Wealth Management is not an affiliate of Lincoln Financial Advisors Corp. CRN-1944361-110817.