Elizabeth K. Miller, CFP^®

CFA

Summit Place Financial Advisors

18 Bank Street, Suite 202
Summit, NJ 07901

FINANCIAL ADVISOR'S WEBSITE

www.summitplacefinancial.com

(908) 517-5880 CONNECT WITH Elizabeth

Compensation

COMPENSATION METHODS

Fee Only

COMPENSATION CONSIDERATIONS

We are fee-only and our fees include all wealth consulting as well as investment management.

Minimums

HOUSEHOLD INCOME MINIMUM

No Minimum

Investable Asset Minimum

$5,000,000

General

Elizabeth Miller is a CERTIFIED FINANCIAL PLANNER™ professional and member of the Financial Planning Association. Serving clients at Summit Place Financial Advisors in Summit, NJ and the surrounding communities.

Financial Advisor Overview

Summit Place Financial Advisors is an independent investment management and wealth consulting firm that helps successful clients throughout the United States. We uniquely work with multi-generational families, advising all members regardless of where they are in life. We have a successful investment record that exceeds the popular benchmarks. More importantly, our results have met our clients’ goals. They report that they feel confident knowing we are stewarding their wealth daily and that we help simplify complex financial challenges, advising them on all aspects of their planning.

Financial Advisor Experience

After more than 20 years on Wall Street, tLiz Miller CFA & CPA, founded Summit Place Financial Advisors, specializing in providing individuals and multi-generational families with coordinated, unbiased and expert financial advice to meet their unique complex needs. Liz worked started our on Wall Street as a merger and acquisition analyst; she later went on to become a mutual fund portfolio manager, before leading the equity investment committee of a boutique investment firm. She serves on the editorial board for Trusts and Estates Magazine, and is also the author of Clutter-Free Wealth; A Goal Oriented Guide to Gaining Control of Your Affluence. Liz received a B.S in economics from The Wharton School at the University of Pennsylvania and an M.A. from Columbia University. She holds the Chartered Financial Analyst designation from the CFA Institute, the Chartered Investment Counselor designation from the Investment Advisor Association, and the Certified Financial Planner™ designation.

Financial Advisor Certifications

Securities Registrations or Exam Qualifications

Designations & Certifications

CERTIFIED FINANCIAL PLANNER™ (CFP^®)
Chartered Financial Analyst (CFA)
Other - CIC

Broker-Dealer Affiliation

None/NA

Financial Advisor's Specialties

Comprehensive Financial Planning, 401(k)/403(b)/IRAs, Charitable & Planned Giving, Asset Allocation, Estate Planning, Investment Management, Employee Benefits, Irregular Income, Mutual Funds, Retirement, Stocks & Bonds, Life Planning, Long-term Care, Starting a Family, Succession Planning, Medical & Health Issues, Sudden Wealth, Men's Finances, Nontraditional Households, Special Needs, Personal Taxes, Women's Finances