Mayer was most recently employed as a Client Account Administrator with Vanguard Group. His career in the financial services industry began in 2012 when, upon graduating from Gettysburg College with honors, he joined Vanguard as a Client Relationship Associate. He then spent three years as an Education Savings Specialist before assuming the role of Assigned Representative in the Flagship Services Division.
Mayer earned his Certified Financial Planner designation in 2016. He’s also earned his Series 7 and 63 securities licenses.
Mayer brings his knowledge, experience, and enthusiasm to Brumbaugh Wealth Management, where he will be responsible for portfolio management and designing and implementing financial plans for new and existing clients.
A fan of the University of Kentucky basketball team and all of Philadelphia’s sports teams, Mayer lives with his wife, Stephanie, and dog, Boogie, in Downingtown. He likes to read and listen to music in his free time.
Brumbaugh Wealth Management is one of the leading, independent financial services firms in the Delaware Valley. Brumbaugh Wealth employs a process for clients, guided by professional, objective advice. Founded in 2004, the firm is known for its personalized service, collaborating with other professionals, and helping generations become outstanding stewards of their wealth. Asset management strategies, comprehensive financial planning, and estate and business owner planning are just a few of the services provided by the team of professionals at Brumbaugh Wealth Management.
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