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Summit Place Financial Advisors

Summit Place Financial Advisors, LLC is an SEC registered wealth management firm providing unbiased and personalized solutions to individuals and families that have outgrown mass market approaches. We work with clients that have achieved significant professional success, sold a business, or recently inherited. We help them wade through the many financial issues they face today and develop a personalized disciplined investment strategy to achieve their goals. We advise them on all aspects of their financial needs and connect them with other trusted professional to assure a complete, expert approach to their wealth management needs.
Disclaimer: Limitations. This list only serves as a resource to assist an individual in identifying a potential advisor for their review and consideration. The appearance of an adviser on the list is not endorsement by NAPFA of that advisor's services. There can be no assurance that you will experience a certain level of results or satisfaction if you engage a listed advisor. Except for the NAPFA membership fee, the listed advisor did not pay NAPFA a separate fee to appear on the list.
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Advisors at this Office

Elizabeth Miller, CFA, CFP®
NAPFA-Registered Financial Advisor
Disclaimer: Limitations. This list only serves as a resource to assist an individual in identifying a potential advisor for their review and consideration. The appearance of an adviser on the list is not endorsement by NAPFA of that advisor's services. There can be no assurance that you will experience a certain level of results or satisfaction if you engage a listed advisor. Except for the NAPFA membership fee, the listed advisor did not pay NAPFA a separate fee to appear on the list.
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This Office

18 Bank Street Suite 202 Summit, NJ 07901-3659 Phone: (908) 517-5880

Primary Office

18 Bank Street Suite 202 Summit, NJ 07901-3659 Phone: (908) 517-5880