Source Financial Advisors

www.sourcefa.com

Financial Inspiration is an energy, a passion, and a creative mindset. It is the transformative tool that brings clarity to what once felt out of reach. This is not your father's money management. This is not your husband's money management. This is your financial freedom. At Source Financial Advisors, our goal is not solely to serve our clients’ needs, but to ensure their wealth serves their needs. Founded by Michelle Smith, CEO, Source is a distinctly independent firm offering comprehensive wealth management and investment planning experience in a specialist practice structure. That gives us the flexibility and intellect to position clients for managing life’s milestones – long before they happen. In building our relationships, we listen, discuss, collaborate, and clarify. We combine that understanding with a thoroughly detailed inventory and analysis of all client assets and financial resources. This holistic approach allows us to build an effective wealth management plan that shares our client’s vision for success, so they can forget about the financial details and pursue a life well-lived. In addition, Michelle Smith recently founded Wife2CFO, a platform product of Source created to help educate high-net-worth newly divorced women in managing their wealth and financial well-being. We look forward to working with you.

Read more

Reach decision makers at Source Financial Advisors

Lusha Magic

Free credit every month!

Financial Inspiration is an energy, a passion, and a creative mindset. It is the transformative tool that brings clarity to what once felt out of reach. This is not your father's money management. This is not your husband's money management. This is your financial freedom. At Source Financial Advisors, our goal is not solely to serve our clients’ needs, but to ensure their wealth serves their needs. Founded by Michelle Smith, CEO, Source is a distinctly independent firm offering comprehensive wealth management and investment planning experience in a specialist practice structure. That gives us the flexibility and intellect to position clients for managing life’s milestones – long before they happen. In building our relationships, we listen, discuss, collaborate, and clarify. We combine that understanding with a thoroughly detailed inventory and analysis of all client assets and financial resources. This holistic approach allows us to build an effective wealth management plan that shares our client’s vision for success, so they can forget about the financial details and pursue a life well-lived. In addition, Michelle Smith recently founded Wife2CFO, a platform product of Source created to help educate high-net-worth newly divorced women in managing their wealth and financial well-being. We look forward to working with you.

Read more
icon

Country

icon

State

New York

icon

City (Headquarters)

New York City

icon

Employees

1-10

icon

Founded

2012

icon

Social

  • icon

Employees statistics

View all employees

Potential Decision Makers

  • Chief Compliance Officer

    Email ****** @****.com
    Phone (***) ****-****
  • Chief Executive Officer

    Email ****** @****.com
    Phone (***) ****-****
  • Director of Investments

    Email ****** @****.com
    Phone (***) ****-****
  • Marketing Director

    Email ****** @****.com
    Phone (***) ****-****

Reach decision makers at Source Financial Advisors

Free credits every month!

My account

Sign up now to uncover all the contact details