Personalized financial coaching for individuals and families. Professional bookkeeping and fractional CFO services for small business owners. Two sides of the same summit.
Your personal financial health and your business financial health are connected. Summit FC provides expert guidance across both — under one roof, from one team you trust.
For Individuals, Couples & Young Parents
Structured, personalized coaching to help you take confident control of your money. Build a plan, break free from financial stress, and make every dollar work toward your goals — without ever being sold a product.
For Small Business Owners
Expert financial management for your small business without the cost of a full-time hire. From day-to-day bookkeeping to high-level CFO strategy, we help you understand your numbers and grow with confidence.
Founder & Owner
I'm Brett Carney — a proud Penn Trafford alum, Certified Public Accountant, and the founder of Summit Financial Company. My career in accounting and finance spans Big 4 public accounting, corporate accounting leadership, and hands-on financial management — experience I've carried all the way from the audit room to the boardroom. I built Summit FC to bring that same level of expertise to the people and small businesses that need it most.
I'm deeply proud to serve the Trafford and greater Westmoreland County community — this is truly home. Summit Financial Company was created to serve the individuals, couples, young parents, and small business owners right here in our area with honest, personalized guidance they can actually afford and understand.
Whether you need a financial coach to help you budget, eliminate debt, and plan for your family's future — or a bookkeeper and fractional CFO to keep your small business finances running clean — I'm your guy. Same expertise, same trust, one team.
Real feedback from real clients. We let our results speak for themselves.
"Brett is absolutely great. I am a landscaper and bookkeeping and numbers are not my thing at all, my finances were a mess before coming to them. Now we have monthly meetings, constant updates, and so much more. They built a very specific plan for my personal needs. They are willing to go above and beyond to accommodate my financial needs. Nothing but great things to say about Brett and this company!"
"Brett has been great to work with and has been helping me get my personal finances on track. He has multiple tiers for every budget. Such a nice guy and really wants his clients to succeed! Definitely recommend."
"I've had a great experience working with Brett. He's extremely engaging, cares about his clients, and takes the time to really understand your goals. What stands out most is how clearly he explains everything — no confusion, just straight, helpful guidance. If you're looking for someone who actually has your best interest in mind, I highly recommend him!"
Every engagement is custom-tailored. Reach out for a free, no-pressure conversation about how Summit FC can help — whether it's personal coaching, business bookkeeping, fractional CFO services, or all of the above.
Tell me about your situation and I'll be in touch shortly.