Awards & Accolades

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...

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...

Financial Advisor Magazine’s 2016 RIA Survey & Ranking
August 9, 2016
We are honored to be included once again in Financial Advisor Magazine's annual ranking of the top registered investment...

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...

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"...
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