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Brian J. Donley CFP®

Summit Wealth Advisors

9043 Perry Highway

Pittsburgh, PA 15237
(412) 3673980

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 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.

General Information

Firm Start Year

2001

CRD#

2761018

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

Years of Experience in Financial Services

21

Number of Years with Current Firm

18

I work with the following types of clients

Businesses, Individual Investors

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

Compliance

Registered Investment Advisor

No

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, Chartered Special Needs Consultant

Securities Licenses

Series 65, Series 7, Series 63

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

Compensation and Fees

Fee Structure

Fee-Based (Fee and Commissions)

Minimum Portfolio Size for New Managed Accounts

$100,000

Compensation Methods

Based on Assets

Fee % Based on Assets

.5%-1.25%