Money’s Best Financial Planners 2024
December 5, 2024
We are so proud to share Liz has been included in Money’s Best Financial Planners for 2024, their inaugural list of top financial planners in the country. Money surveyed more than 1,000 financial planners to arrive at the 80 best, who all earned high marks for qualifications, trust, services and customer service.
Award Disclosure: Awards listings, rankings and/or recognition by unaffiliated rating services and/or publications should not be construed by a client or prospective client as a guarantee that he/she will experience a certain level of results if Summit Place Financial Advisors, LLC (Summit) is engaged, or continues to be engaged, to provide investment advisory services, nor should it be construed as a current or past endorsement of Summit by any of its clients. Awards listings, rankings and/or recognition published by magazines, and others, generally base their selections exclusively on information prepared and/or submitted by the recognized advisor. Money’s list of the best financial planners is a collaboration between Money and the Financial Planning Association (FPA), a trade association and membership organization that represents more than 17,000 financial planners across the United States. This recognition was announced in September of 2024. Summit Place Financial Advisors did not provide direct or indirect compensation to be recognized in Money’s Best Financial Planners list. Summit Place Financial Advisors paid for promotional use of the Money’s Best Financial Planners badge. Money surveyed more than 1,000 financial planners to arrive at the 80 best, who “all earned high marks for qualifications, trust, services and customer service.” The full methodology of the recognition can be found here.
