Awards & Accolades

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...

January 30, 2019

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

October 23, 2018

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

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...

June 29, 2018

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

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...

January 25, 2018

Last night Summit Place Financial Advisors was honored to receive a Corporate Culture Award by CEO Report! The award honors...

December 28, 2017

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

August 2, 2017

We’re thrilled to announce that Summit Place Financial Advisors has been recognized as one of “America’s Most...

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...

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...

August 9, 2016

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

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