Awards & Accolades
Investment News 2026 Five Star Financial Planner
We are excited to share Investment News has named Summit Place Vice President & Wealth Advisor Kate Feeney as a 2026 Investment News Five Star Financial Planner. This award is a testament to the professionalism and expertise Kate brings to the industry…
InvestmentNews Hot List 2024
We are excited to share Liz Miller, CFP®, CFA, president and founder of Summit Place Financial Advisors LLC, and 2025 Chair of the CFP Board, has been named to the InvestmentNews Hot 100 for 2024! InvestmentNews Hot List recognizes executives, veterans,…
Money’s Best Financial Planners 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…
2024 Industry Advocate Of The Year
We are very proud to announce Liz Miller has been named the 2024 Industry Advocate of the Year by The RIA Intel Awards, presented by Institutional Investor. This well-deserved recognition highlights the ongoing dedication Liz has shown to the profession…
2022 Corporate Citizen Of The Year Finalist!
We are very proud to announce Summit Place Financial Advisors has been named a finalist as NJBIZ’s 2022 Corporate Citizen of the Year. In 2013 we were honored to be named the Emerging Business of the Year by NJBIZ and…
Liz Recognized as Finalist for SmartCEO’s Money Manager Award
This past month, SmartCEO recognized Liz as a finalist for its Money Manager of the Year Award. Recognizing bankers, wealth managers and advisors, SmartCEO’s Money Manager Awards program honors those that have dedicated their time and efforts to their clients’… Investment News 2026 Five Star Financial Planner
April 23, 2026
We are excited to share Investment News has named Summit Place Vice President & Wealth Advisor Kate Feeney as a 2026...
2026 Five Star Wealth Manager
January 1, 2026
We are proud to share that Liz Miller has been named a 2026 Five Star Professional for Wealth Management. This is Liz’s tenth...
Money’s Best Women Financial Planners 2025
July 10, 2025
We are so proud to share Liz has been included in Money’s Best Women Financial Planners for 2025 their inaugural list of top...
InvestmentNews Hot List 2024
January 7, 2025
We are excited to share Liz Miller, CFP®, CFA, president and founder of Summit Place Financial Advisors LLC, and 2025 Chair of...
Best Inspiring Leaders to Watch 2024
January 6, 2025
Liz Miller has been included in The CEO View’s Top 10 Best Inspiring Leaders to Watch 2024, recognizing Liz and other leaders...
2025 Five Star Professional
January 1, 2025
We are proud to share that Liz Miller and Susie McLane have been named 2025 Five Star Professionals for Wealth Management. This...
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...
2024 Industry Advocate Of The Year
December 5, 2024
We are very proud to announce Liz Miller has been named the 2024 Industry Advocate of the Year by The RIA Intel Awards, presented...
Celebrating Success: Kate Earn CERTIFIED FINANCIAL PLANNERTM Designation
August 14, 2024
We are thrilled to announce a significant achievement within our Summit Place team: Kate Feeney has earned her CERTIFIED...
2024 Five Star Professional
January 1, 2024
We are very proud to share that Liz Miller has been named a Five Star Professional for Wealth Management for the eighth year in a...
2023 Five Star Professional
January 1, 2023
We are very proud to share that Liz Miller has been named a Five Star Professional for Wealth Management for the seventh year in...
2022 Corporate Citizen Of The Year Finalist!
December 29, 2022
We are very proud to announce Summit Place Financial Advisors has been named a finalist as NJBIZ’s 2022 Corporate Citizen of...
2022 Five Star Professional
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...
Silicon Review 50 Most Trustworthy Companies
September 22, 2021
Summit Place Financial Advisors has been included among the 50 Most Trustworthy Companies by Silicon Review. This is a very...
2021 Best of Summit, NJ
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...
2021 Five Star Professional
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...
6 Years as Best of Summit
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...
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...
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 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...
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...
Summit Place Included in Best Investing Blogs of 2017
January 11, 2017
We are proud that Our Insights blog has been included in CreditDonkey’s Best Investing Blogs of 2017. “This is a great blog...
Liz is Welcomed to The National Speakers Association
May 4, 2016
Liz was first introduced to The National Speakers Association by the other groups she’s a part of after sharing her yearly...
Liz Recognized as Finalist for SmartCEO’s Money Manager Award
November 3, 2015
This past month, SmartCEO recognized Liz as a finalist for its Money Manager of the Year Award. Recognizing bankers, wealth...
2015 Best of Summit Award in Financial Services
July 30, 2015
Although Summit Place Financial is a national company with clients and relationships all over the United States, we are honored...
2013 Business of the Year!
January 2, 2014
We are very proud to share that on December 9, 2013, Summit Place Financial Advisors was named "Emerging Business of the Year"...
Liz Named A 2013 Leading Women Entrepreneur
October 9, 2013
We are proud to announce that Liz has been selected by NJ Monthly Magazine for the 2013 Leading Women Entrepreneurs &...
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