Exton-based Brumbaugh Wealth Management — one of the leading, independent financial services firms in the Delaware Valley — has opened a new office in Greensboro, N.C., staffed by Andrew Scheppegrell at 101 South Elm Street, Suite 56.

Andrew Scheppegrell is a Financial Planner and Director of Business Development, and the firm’s “resident” advisor. He is a native of Greensboro and graduate of the University of South Carolina. He started his career in the industry in 2016 before joining Brumbaugh Wealth in 2018.

“I’m thrilled to bring the financial planning experience that I learned from my colleagues in Pennsylvania back to my hometown of Greensboro,” said Scheppegrell. “I’m passionate about helping individuals and families plan for their futures, and having the opportunity to do so here in Greensboro is incredibly motivating for me. You can contact me at 336-253-2513 or aschep@brumbaughwealth.com.”

“We are delighted to expand into Greensboro and will continue to explore other regions as we hire additional advisors to join our dynamic team,” said Kim Brumbaugh, the founder and Managing Partner of Brumbaugh Wealth Management. “Schep is an important member of our firm. As we grow, we envision him overseeing a department of young professionals to help future generations become successful in managing their finances.”

Brumbaugh Wealth Management specializes in retirement and estate planning and business succession planning for owners of privately held companies. Founded in 2004, the firm is known for its personalized service, collaborating with other professionals, and helping generations become outstanding stewards of their wealth.

Learn more about Andrew Scheppegrell and Brumbaugh Wealth Management.

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