We’re thrilled to announce that Liz Miller has been named a Five Star Professional “Five Star Wealth Manager” for 2019! This is the third year in a row that Liz has been selected for this honor. Given to a select group of individuals, this designation recognizes wealth
Read more →In September 2008 Lehman Brothers declared bankruptcy touching off the worst market rout in our history since the Great Depression. That same day, I resigned my partnership of 14 years to launch a new kind of firm. I had noticed that my clients needed more than investment management; they
Read more →We are very proud, once again, to be included in Financial Advisor Magazine’s annual ranking of RIA firms including over 700 firms nationwide. Though we are a small firm by some standards, we have been included for a number of years, particularly due to our boutique niche
Read more →We’re proud to share that we’ve been honored with the 2018 Best of Summit Award in the financial services category for the fourth year in a row! As a national firm dedicated to serving all the wealth needs of our clients and helping them achieve their goals,
Read more →We’re thrilled to announce that president Liz Miller has been named a Five Star Professional “Five Star Wealth Manager” for 2018! Given to a select group of individuals, this designation recognizes top wealth managers and investment professionals for their knowledge, experience and “exceptional client satisfaction and service.”
Read more →Last night Summit Place Financial Advisors was honored to receive a Corporate Culture Award by CEO Report! The award honors companies in the New York tri-state area that “advocate for both their staff and their organization, recognizing that employees that feel fulfilled and empowered have a greater
Read more →What does it take to become a successful and growing registered independent advisor (RIA)? Building relationships, strategic planning and a hard-working team, to name a few. That’s why we’re proud to be included in Financial Advisor Magazine’s annual ranking as one of the top RIAs in the
Read more →We’re proud to share that Elaine Lee has earned her CERTIFIED FINANCIAL PLANNER™ certification! The CFP® certification is the industry standard for professional financial advisors. To earn the designation, professionals must complete university-level financial coursework and pass a six-hour exam covering 72 topics – ranging from risk
Read more →We’re thrilled to announce that Summit Place Financial Advisors has been recognized as one of “America’s Most Honored Businesses – Top 10%” by American Registry. This recognition of excellence includes significant mentions in the press and honors by industry peers, trade groups and clients. Given to
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