Awards & Accolades

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Five Star Professional in Forbes

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...
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Named Best of Summit for the 5th Year in a Row!

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...
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Liz Miller is a Businessweek 500 Top 40 Money Managers for 2019

February 14, 2019

Liz Miller, CFA® &CFP® went to Wall Street as an M&A analyst in the 80s for First Boston. After working as a security...

2019 Five Star Professional Wealth Manager

January 30, 2019

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

Celebrating 10 Years!

October 23, 2018

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

2018 Financial Advisor Magazine Ranking

July 28, 2018

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

Liz and Summit Place Appear in Forbes Listing

June 29, 2018

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

Summit Place Financial Advisors Earns “Best of” Award

April 24, 2018

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

Five Star Professional Honors Liz

February 5, 2018

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

Summit Place Recognized for its Corporate Culture

January 25, 2018

Last night Summit Place Financial Advisors was honored to receive a Corporate Culture Award by CEO Report! The award honors...
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Summit Place Included in Financial Advisor’s RIA Survey & Ranking 2017

December 28, 2017

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

Congratulations to Elaine Lee!

August 17, 2017

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