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Brian J. Donley CFP®
Summit Wealth Advisors

Tel: (412) 367-3980
9043 Perry Highway
Pittsburgh, PA 15237
Summit Wealth Advisors | Financial Advisor in Pittsburgh ,PA

About Summit Wealth Advisors

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 LPL Financial, Member FINRA/SIPC.


General Information

Firm Start Year:   2001
States Licensed in:   PA, OH, WV, AZ, CA, FL, IL, IN, KY, MA, ME, MI, MN, NC, NJ, NY, NM, SC, TX, VA
Number of Years with Current Firm:   19
I work with the following types of clients:   Individual Investors, Businesses


Services

Investment Types:   Bonds, Stocks, Annuities, Insurance, Alternative Investments, Mutual Funds, Exchange Traded Funds (ETFs)
I can meet clients in the following ways:   At your office, Via phone, At my office, At your home, Via email


Qualifications & Memberships

Insurance and Annuity Licenses:   Disability, Annuity, Variable Life, Long Term Care, Variable Annuity, Life
Non-Financial Organization Memberships:   Purdue Club of Pittsburgh, Boy Scouts of America


Compliance

Registered Representative:   Yes
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
Minimum Portfolio Size for New Managed Accounts:   $100,000
Compensation Methods:   Flat Fee, Based on Assets
Fee % Based on Assets:   .5%-1.25%


Education

Bachelor of Science - Finance  Purdue University - West Lafayette, IN


Brian J. Donley CFP®

Brian J. Donley CFP®

CERTIFIED FINANCIAL PLANNER" Certificant

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 of Western Pennsylvania and Upstate South Carolina and winter sports in the mountains of Colorado. As an Eagle Scout, he attended outings with his sons (who are both Eagles) 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. They have two children, Griffin and Liam. Both attend Clemson University.

My Team