• Keeping Life Simple

    We will oversee the everyday and the complex so you can enjoy your life.

    Read More →
  • Clients Like You

    Our family approach is unique. We include your children and grandchildren as part of our relationship.

    Read More →
  • Celebrating 10 years!

    Proudly celebrating 10 years of friends, families and helping to achieve your goals.

    Read More →
  • Clutter Free Wealth

    "At last, a common sense, highly pragmatic guide to cleaning up the mess..."

    Read More →

Our Goal-Oriented Approach Simplifies Wealth

Whether you want to sustain a lifestyle, plan for a legacy or make a change, we take the time to listen and learn about what’s important to you.  With over 20 years of experience and recognition in the investment management industry, we can help you reach your goals with confidence and comfort.

Celebrating 10 Years (2008-2018)!


Independent Advice Matters

Why does it matter if your advisor is independent?


Read more

An Experienced Team

Liz and the wealth management team bring more than 20 years’ of advising experience, not sales.

2018 Top RIA Ranking

We are proud to have been recognized among the nation’s top wealth managers.


Read more


Latest Posts


Summit Place Financial Advisors, LLC

18 Bank Street, Suite 202
Summit, NJ 07901

Ph. 908.517.5880


Receive our insights to your email.

By submitting this form, you are consenting to receive marketing emails from: Summit Place Financial Advisors, 18 Bank Street, Summit, NJ, 07901, http://www.summitplacefinancial.com. You can revoke your consent to receive emails at any time by using the SafeUnsubscribe® link, found at the bottom of every email. Emails are serviced by Constant Contact