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Summit Financial Advisors, LLC

EST. AUM
$300,404,815

CONTACTS

CLIENT ACCOUNTS
335

Firm Details

Metro area New York City
CRD Number 147984
Website summitplacefinancial.com
Client types

Overview

Summit Place Financial is an independent, fee-only registered investment advisory firm serving high-net-worth individuals and families with approximately $5 million to $25 million in investable assets. The firm provides comprehensive wealth management by integrating investment management, financial planning, retirement planning, tax strategy coordination, estate planning, and legacy planning. Led by Liz Miller, CFP®, CFA®, Summit Place Financial emphasizes personalized advice, fiduciary responsibility, and long-term client relationships without selling proprietary products or earning commissions.

Platform Details

Investment Preferences

Alternative Activity

Address

925 West Lancaster Ave
Suite 220
Bryn Mawr, PA 19010
Tel: (610) 642-1481 

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