About Us

As a sophisticated investor, you seek expertise to simplify your financial life and gain control of your lifestyle and legacy goals. With over 20 years of experience and recognition in the investment management industry, we understand this.

Your financial complexity requires a higher level of attention and customization than ever before. Summit Place Financial Advisors, LLC has been designed specifically for you; providing unbiased and personalized solutions to individuals and families that have outgrown mass market approaches.

We are an independent registered investment advisor and deliver only fee-based services, aligning our interests solely with yours.

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Summit Place Financial Advisors, LLC

18 Bank Street, Suite 200
Summit, NJ 07901

Ph. 908.517.5880

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