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
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
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,
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.”
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
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
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
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
We are excited to share that Liz has been honored by Five Star Professional with the 2017 Five Star Wealth Manager Award for exceptional client satisfaction and service. Liz was recognized for the success of the firm’s goal-oriented approach to providing comprehensive and personalized financial solutions. Administered
