Awards & Accolades

Congratulations to Susie McLane!

June 23, 2022

We are so proud to share that Susie McLane has earned her CERTIFIED FINANCIAL PLANNER™ certification! The CFP®...

January 1, 2022

We are very proud to share that Liz Miller has been named a Five Star Professional for Wealth Management for the sixth year in a...

September 22, 2021

Summit Place Financial Advisors has been included among the 50 Most Trustworthy Companies by Silicon Review. This is a very...

June 10, 2021

Once again we are excited to maintain our honor as the Best of Summit for Financial Services. While many of our clients live...

May 6, 2021

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...

January 10, 2021

We are very proud to share that Liz Miller has been named a Five Star Professional for Wealth Management for the fifth year in a...

September 10, 2020

We are proud that Summit Place Financial Advisors has been included in Financial Advisor Magazine's annual ranking of U.S....

August 15, 2020

We're excited to share that Summit Place Financial Advisors has now been honored in the Business Hall of Fame for their 6th year...

January 31, 2020

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

August 28, 2019

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

April 26, 2019

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

January 30, 2019

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

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