Douglas J. Richey, CFP^®

“My primary objective is to bring value to my clients at every opportunity. Financial success isn’t defined by stock market returns, a job title or the car you drive. It’s defined in knowing how to pursue your goals and resting confidently that you made the best possible decisions for you and your family to work towards those goals.”

Douglas J. Richey, CFP® has over 24 years of professional experience in the financial services industry. He is a founding partner of Summit Wealth Advisors. Prior to his tenure with Summit Wealth Advisors, Doug spent 10 years as a Systems Analyst designing and developing retail financial management software.

When meeting with new clients Doug first seeks to gain a clear picture of their current financial situation. Doug also helps his clients to develop a detailed vision of their financial goals. The process of filling in the pieces between the client’s current financial situation and their current and future goals is the core of the financial planning relationship. One of Doug’s areas of specialization includes designing customized investment portfolios utilizing a combination of strategies such as asset allocation, diversification, alternative asset classes and risk reduction techniques. Doug’s clients can expect that his services will always be conducted ethically, with the highest regard for integrity, professionalism, honesty and diligence.

In 2003, Doug earned the Certified Financial PlannerTM designation from the Certified Financial Planning Board of Standards, Inc. He holds FINRA sponsored Series 7, 63, and 65 securities registrations all held with LPL Fianncial, as well as a Pennsylvania Life, Health & Accident Insurance License. Doug is a 1987 graduate of Robert Morris University where he received his Bachelor of Science degree in Information Technology.

Doug resides in Wexford, Pennsylvania with his wife Melissa – and daughters Madi, Casey and Alexa.