Summit Wealth Advisors, a Pittsburgh, Pa.-based team managing about $140 million in client assets, has moved their book to LPL Financial after 20 years with Lincoln Financial Securities.
The team is led by advisors Brian J. Donley and Douglas J. Richey, who have been partners for more than 20 years.
The team was attracted to LPL for its integrated technology and client-centric approach.
“LPL has the scale, resources and technology to make it much easier for clients to do business with us. It also opens the door to new opportunities to streamline our business,” Richey said in a statement.