Elizabeth Miller (CFA, CFP®)

Elizabeth Miller focuses in the
following client markets or areas of practice:

AUM

Baby Boomers

Business Owners

Charitable Giving

College/Education Planning

Corporate Executives

Planning Specialties

We work with those who have already been achieving financial success and are looking for experienced guidance to simplify and manage their wealth. We help you achieve financial well-being at the most personal level and we do this only for a select group of clients who have outgrown mass-market financial institutions. From years of working with successful families, we know your priorities often include your whole family. We work with you, your children and your grandchildren as part of one relationship to help you pursue your multi-generational goals with no additional or hidden fees.

Additional Information

After years of managing institutional and individual client portfolios, Liz Miller, CFA, CFP® launched Summit Place Financial Advisors in 2008, dedicated to addressing all the wealth needs of those who have already been achieving financial success and are looking for experienced guidance to simplify and manage their wealth. Summit Place uniquely provides a single point of expertise to help clients achieve their goals by managing their portfolios and coordinating the best advice from all their professionals.

In 2013 Summit Place was honored to be named the Emerging Business of the Year by NJBIZ. Almost a decade later, Summit Place is three times the size with a dedicated team of professionals who support and serve multi-generational families in New Jersey and all over the nation. The firm grows and thrives from its core values, sharing its commitment to integrity, trust and relationship with both its clients as well as its community.