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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.

NAPFA Start Date

October 31, 2022

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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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Download vCard
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
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