Summit Wealth Advisors | Financial Advisor in Pittsburgh ,PA

9043 Perry Highway
Pittsburgh, PA 15237
Phone: (412) 367-3980

About

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 one?s current financial situation is vital to successfully make prudent decisions concerning one?s 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.

17 Years of Experience



General Information
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:   10
I work with the following types of clients:   Individual Investors , Businesses


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


Qualifications & Memberships
Insurance and Annuity Licenses:   Disability , Annuity , Life , Variable Annuity , Long Term Care , Variable 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 & Fees
Fee Structure:   I am a fee-based financial professional
Minimum Portfolio Size for New Managed Accounts:   $100,000
Compensation Methods:   Based on Assets , Flat Fee , Commissions
Fee % Based on Assets:   1%-2.5%



FAQs

Brian J. Donley CFP

Brian J. Donley CFP

CERTIFIED FINANCIAL PLANNER™ Certificant, Chartered Special Needs Consultant

Biography


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.

Brian?s 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.

My Team


Linda Leshock

Registered Paraplanner