Awards & Accolades

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...

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

We are proud that Our Insights blog has been included in CreditDonkey’s Best Investing Blogs of 2017.  “This is a great blog...

We are honored to be included once again in Financial Advisor Magazine's annual ranking of the top registered investment...

Liz was first introduced to The National Speakers Association by the other groups she’s a part of after sharing her yearly...

Although Summit Place Financial is a national company with clients and relationships all over the United States, we are honored...

We are very proud to share that on December 9, 2013, Summit Place Financial Advisors was named "Emerging Business of the Year"...