EXTON, PA - Brumbaugh Wealth Management announces the retirement of Richard (Rick) Carson, AIF® and Partner, effective November 29, 2024. Rick has been in the financial services industry for almost 40 years. He founded Carson Choice Retirement Solutions, Inc. in 2006 to provide services for clients in the areas of retirement planning and investment management. In 2020, Rick merged his firm with Brumbaugh Wealth Management to increase investment options available to clients.

“While this may mark the end of an era for myself, I am confident in the legacy and compassionate care and dedication to excellence Kim and her group at Brumbaugh Wealth Management provides to clients and their families.” Kim Brumbaugh, Founder and Managing Partner of Brumbaugh Wealth Management, extends sincere congratulations to Rick on his retirement. “I’m delighted for Rick’s well-deserved retirement as he enters the next chapter of his life with his lovely wife, Liz. I’m honored to have known Rick for almost twenty-five (25) years. Carson Choice merged with Brumbaugh in 2021; with Rick’s retirement, we’ve officially purchased his practice which grows our services in 401k plans and health / group benefits.”

Brumbaugh Wealth Management is one of the leading, independent financial services firms in the Delaware Valley, employing a prudent financial and estate planning process for clients, guided by professional, objective advice. Founded in 2004, the firm is known for their personalized service, collaborating with other professionals, and helping generations become outstanding stewards of their wealth. Brumbaugh Wealth Management is located at 415 Eagleview Blvd. Suite 110, Exton, PA 19341.

Kimberly Brumbaugh is a Registered Representative and member of ensemble practice offering securities and advisory services through Cetera Advisor Networks LLC, Member FINRA/SIPC, a Broker-Dealer and a Registered Investment Advisor. Advisory services also offered through AdvisorNet Wealth Partners. Cetera is under separate ownership from any other entity.