Awards & Accolades

We’re proud to announce that Assunta McLane has been selected as a part of the A-List for Top One Hundred Magazine. This is a...

We’re thrilled to announce that Liz Miller has been named a Five Star Professional “Five Star Wealth Manager” for 2020!...

We are very proud to share that Liz Miller has once again been named a Five Star Professional Wealth Manager for 2019 and honored...

We are honored to be recognized in our local community once again for continuing to represent excellence. For the fifth year in a...

We’re thrilled to announce that Liz Miller has been named a Five Star Professional “Five Star Wealth Manager” for 2019!...

In September 2008 Lehman Brothers declared bankruptcy touching off the worst market rout in our history since the Great...

We are very proud, once again, to be included in Financial Advisor Magazine’s annual ranking of RIA firms including over 700...

Five Star award winner Liz Miller's appearance in Forbes...

We’re proud to share that we’ve been honored with the 2018 Best of Summit Award in the financial services category for the...

What does it take to become a successful and growing registered independent advisor (RIA)? Building relationships, strategic...

We’re proud to share that Elaine Lee has earned her CERTIFIED FINANCIAL PLANNER™ certification! The CFP® certification...

  We’re thrilled to announce that Summit Place Financial Advisors has been recognized as one of “America’s Most...