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, a registered investment advisor, Member FINRA/SIPC.
|Firm Start Year:||2020|
|Name of Broker/Dealer:||LPL Financial|
|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:||1|
|I work with the following types of clients:||Individual Investors, Businesses|
|Investment Types:||Bonds, Stocks, Annuities, Alternative Investments, Mutual Funds, Exchange Traded Funds (ETFs), Insurance, Socially Responsible Investments (SRI)|
|I can meet clients in the following ways:||At your office, Via Email, Via Phone, At my office, At your home, Video Conference|
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|
|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
|Minimum Portfolio Size for New Managed Accounts:||$100,000|
|Compensation Methods:||Flat Fee, Commissions, Based on Assets|
|Fee % Based on Assets:||.5%-1.25%|
|Bachelor of Science - Finance||
Purdue University - West Lafayette, IN
LPL ADV 2A
LPL WiserAdvisor Cash Solicitor Disclosure
The LPL Financial registered representatives associated with this website may discuss and/or transact business only with residents of the states in which they are properly registered or licensed. No offers may be made or accepted from any resident of any other state. Series 7, 63 and 65 held through LPL Financial.
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.
|Mon.||9:00 AM - 5:00 PM|
|Tue.||9:00 AM - 5:00 PM|
|Wed.||9:00 AM - 5:00 PM|
|Thu.||9:00 AM - 5:00 PM|
|Fri.||9:00 AM - 3:00 PM|