Awards & Accolades

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

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...

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

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

  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...

This past month, SmartCEO recognized Liz as a finalist for its Money Manager of the Year Award.  Recognizing bankers, wealth...