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Brian J. Donley CFP®

Summit Wealth Advisors

9043 Perry Highway

Pittsburgh, PA 15237

412-367-3980

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, a registered investment advisor, Member FINRA/SIPC.

General Information

Firm Start Year

2020

CRD#

2761018

Firm CRD#

6413

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

Years of Experience in Financial Services

25

Number of Years with Current Firm

1

I work with the following types of clients

Businesses, Individual Investors

Services

Investment Types

Mutual Funds, Bonds, Alternative Investments, Exchange Traded Funds (ETFs), Annuities, Stocks, Insurance, Socially Responsible Investments (SRI)

I can meet clients in the following ways

At my office, At your home, At your office, Via Phone, Via Email, Video Conference

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

Qualifications & Membership

Certifications, Accreditations & Designations

CERTIFIED FINANCIAL PLANNER" Certificant

Securities Licenses

Series 7, Series 65, Series 63

Insurance and Annuity Licenses

Disability, Life, Long Term Care, Variable Annuity, Variable Life, Annuity

Non-Financial Organization Memberships

Purdue Club of Pittsburgh, Boy Scouts of America

Compensation and Fees

Fee Structure

Fee-Based

Minimum Portfolio Size for New Managed Accounts

$100,000

Compensation Methods

Flat Fee

Fee % Based on Assets

.5%-1.25%

Education

Bachelor of Science - Finance

Purdue University
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Disclosures

Disclaimer

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.