Awards & Accolades

2020 Five Star Professional
January 31, 2020
We’re thrilled to announce that Liz Miller has been named a Five Star Professional “Five Star Wealth Manager” for 2020!...

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...

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...

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...

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...

Summit Place Financial Advisors Honored by American Registry
August 2, 2017
We’re thrilled to announce that Summit Place Financial Advisors has been recognized as one of “America’s Most...

Liz Honored With Five Star Wealth Manager Award
January 26, 2017
We are excited to share that Liz has been honored by Five Star Professional with the 2017 Five Star Wealth Manager Award for...
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