At Summit Wealth Advisors, we offer our clients a balanced financial planning approach. We believe that by setting goals, using resources efficiently, implement strategies, and periodically reviewing our strategy, our clients can pursue the future they envision. We provide flexible services, including but not limited to educating our clients, designing financial strategies based on our clients' personal goals.
We are committed to the client-advisor relationship. Our clients can expect timely advice and service with an experienced and knowledgeable advisor. We seek to continually exceed our clients expectations through a comprehensive, long-term financial planning relationship. We are dedicated to pursuing excellence in all of our business practices. We achieve this through continual education, training and leadership in an ever changing financial services industry.
Our company is based on the principle that education and understanding of ones current financial situation is vital to successfully make prudent decisions concerning ones future financial condition.
Securities and Advisory Services offered through Lincoln Financial Securities Corporation, Member FINRA/SIPC. Lincoln Financial Securities Corporation and Summit Wealth Advisors are not affiliated.
|Firm Start Year:||2001|
|Name of Broker/Dealer:||Lincoln Financial Securities|
|States Licensed in:||PA, OH, WV, AZ, CA, FL, IL, IN, KY, ME, MI, MN, NJ, NY, NM, TX, VA, VT|
|Number of Years with Current Firm:||18|
|I work with the following types of clients:||Businesses, Individual Investors|
|Investment Types:||Insurance, Stocks, Exchange Traded Funds (ETFs), Alternative Investments, Annuities, Mutual Funds, Bonds|
|I can meet clients in the following ways:||At your home, At your office, Via phone, Via email, At my office|
Qualifications & Memberships
|Insurance and Annuity Licenses:||Variable Life, Long Term Care, Variable Annuity, Disability, Life, Annuity|
|Non-Financial Organization Memberships:||Purdue Club of Pittsburgh, Boy Scouts of America|
|Investment Advisor Representative:||Yes|
|Compliance Disclosures in Last 5 years:||I have a clean record|
|Criminal Disclosures in Last 5 years:||I have a clean record|
Compensation and Fees
|Fee Structure:||Fee-Based (Fee and Commissions)|
|Minimum Portfolio Size for New Managed Accounts:||$100,000|
|Compensation Methods:||Based on Assets, Flat Fee|
|Fee % Based on Assets:||.5%-1.25%|
|Bachelor of Science - Finance||
Purdue University - West Lafayette, IN
Brian J. Donley is a Certified Financial Planner practitioner with many years of experience in the financial services industry and a founding partner of Summit Wealth Advisors. Brian and his partner, Doug Richey, created Summit Wealth Advisors to focus on client-advisor relationships. They are committed to guiding their clients to reach the summit of their financial goals, by understanding their dreams and deciding together on a path to get there.
Brians interest in financial planning began at an early age when his parents instilled in him the benefits of hard work and saving money. His first job at a bank introduced him to the financial world and his love of helping people. This led Brian to Purdue University, where he graduated in 1992 with a Bachelor of Science degree with an emphasis in Financial Management.
While not working, Brian enjoys the outdoors and biking on the hills of Western Pennsylvania and winter sports in the mountains of Colorado. As an Eagle Scout, he attends outings with his sons through the Boy Scouts of America. He also remains connected with Purdue University as the president of the local alumni chapter. Brian and his wife, Rachel, live in Pittsburgh, PA with their two children, Griffin and Liam.