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Brian J. Donley, CFP® ChSNC™ BRIAN J. DONLEY, CFP® ChSNC™
Managing Partner
Registered Representative
Email Brian: bdonley@summitia.com



“My goal is to provide you excellent unbiased advice and outstanding personalized service. By delivering on this goal, it will build a long-term and trusted relationship with you and each of my clients. I expect to make a significant impact in helping you achieve the financial goals that you set for yourself and your family.”

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.
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 9043 Perry Highway, Pittsburgh, PA 15237
Phone: (412) 367-3980 
Fax: (412) 367-3989 
Email: info@summitia.com

Securities and Advisory Services offered by and through Lincoln Financial Securities Corporation, Member FINRA/SIPC. Securities offered to residents of AZ, CA, FL, IN,  KY, ME, MI, MN, NC, NJ, NY, NM, OH, PA, SC, TX, VA, VT and WI. Advisory services offered to residents of PA & TX.  Lincoln Financial Securities Corporation and Summit Wealth Advisors are not affiliated.
 


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