Source Financial Advisors

Source Financial Advisors LLC is an independent firm based in New York, NY, offering comprehensive wealth management and investment planning services. With a relationship-based approach, they prioritize understanding client priorities, family circumstances, and future aspirations. Their team of specialists provides expertise in goal-based planning, intergenerational planning, strategic tax planning, and more, ensuring that clients are prepared for significant life changes and equipped to navigate complex financial matters.

With a focus on serving clients' life plans, Source Financial Advisors offers a range of investment and planning products from top firms in finance. Their specialist teams provide critical thinking and extensive experience to help clients meet life's challenges, while their expertise in wealth transfer and engagement of the next generation ensures successful transitions of assets and values. Led by CEO Michelle Smith, a certified divorce financial analyst and advocate for women's financial literacy, Source Financial Advisors is committed to empowering clients and helping them take control of their financial future.

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