Awards & Accolades

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...

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 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...
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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...
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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...
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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...
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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...

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