Community Involvement

True Wealth

Our Brumbaugh Wealth Management team believes in true wealth—the abundance of a life that allows for generosity in all forms of giving. Not only will we help with strategies to provide true wealth, we live the goal by giving back at all stages of our lives.

Our team members’ have personal commitments to the following professional and nonprofit organizations:

Professional Community Contributions

  • American Red Cross, South Eastern PA Chapter Boardmember (Barbara Doyne)
  • American Red Cross, South Eastern PA Chapter Boardmember (Susan Boardman) 
  • Autism Society of America (Patrick Bergmaier)
  • Business Education Partnership of the Exton Chamber (Susan Boardman)
  • Chester County Business Development Council (Kim Brumbaugh)
  • Chester County Chamber of Business & Industry Board Member (Kim Brumbaugh)
  • Chester County Estate Planning Council (Kim Brumbaugh)
  • Fairview Presbyterian Church Board of Deacons (April White)
  • Give, Gain and Grow of Chester County (Susan Boardman Founder, Patrick Bergmaier)
  • Give, Gain and Grow of the Main Line (Barbara Doyne Founder)
  • Give, Gain and Grow of Montgomery County (John Porrecca Founder)
  • Give, Gain and Grow of Philadelphia (Patrick Bergmaier)
  • Main Line Chamber, SPW Committee (Barbara Doyne)
  • National Association of Insurance and Financial Advisors (Patrick Bergmaier & Kim Brumbaugh)
  • Philadelphia Chamber of Commerce (Isidore Ogoussan)
  • SNAAP Special Needs Alliance of Professionals (Patrick Bergmaier, Co-Founder)
  • S.P.A.R.C., the Southeastern Pennsylvania Autism Resource Center President, Board of Trustees (Kim Brumbaugh)
  • STEM Academy Advisory Board, Downingtown Area School District (Susan Boardman)
  • Society of Professinal Women-Mainline Chamber of Commerce (Barbara Doyne)
  • The Arc of Montgomery, Berks & Bucks Counties (Patrick Bergmaier)
  • Variety-The Children’s Charity (Patrick Bergmaier)
  • Women In Business Committee of the Chester County Chamber of Business and Industry-(Susan Boardman)
  • Women's Initiative of United Way (Barbara Doyne)