Client Portal Contact

Featured

Investment News 2026 Five Star Financial Planner

April 23, 2026

We are excited to share Investment News has named Summit Place Vice President & Wealth Advisor Kate Feeney as a 2026...

Investment News 2025 Five Star Financial Planner

April 14, 2025

We are excited to share Investment News has named Summit Place Senior Wealth Advisor and Managing Director Susie McLane as a 2025...

InvestmentNews Hot List 2024

January 7, 2025

We are excited to share Liz Miller, CFP®, CFA, president and founder of Summit Place Financial Advisors LLC, and 2025 Chair of...

Money’s Best Financial Planners 2024

December 5, 2024

We are so proud to share Liz has been included in Money’s Best Financial Planners for 2024, their inaugural list of top...

2024 Industry Advocate Of The Year

December 5, 2024

We are very proud to announce Liz Miller has been named the 2024 Industry Advocate of the Year by The RIA Intel Awards, presented...

2022 Corporate Citizen Of The Year Finalist!

December 29, 2022

We are very proud to announce Summit Place Financial Advisors has been named a finalist as NJBIZ’s 2022 Corporate Citizen of...

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...

*PLEASE SEE Important Disclosure Information

Top