Source Financial Advisors Employee Directory

Financial ServicesNew York, United States2-10 Employees

Source Financial Advisors is a New York–based financial services firm that provides comprehensive wealth management and investment planning within a specialist practice structure. The firm emphasizes a holistic approach, beginning with a thorough inventory and analysis of a client’s assets and resources, and aims to align financial strategies with the client’s life goals so they can focus on pursuing a well‑lived life rather than financial details. Founded by Michelle Smith, who serves as CEO and is a Certified Divorce Financial Analyst, Source operates as an independent advisory practice and has expanded features through initiatives such as Wife2CFO, a platform designed to educate high‑net‑worth newly divorced women on managing wealth and financial well‑being. In December 2024, Source Financial Advisors was reported as having been acquired by Savant Wealth Management, signaling a transition within a larger advisory landscape while maintaining its regional focus in New York. The firm positions itself within the financial services sector by offering personalized planning and asset management tailored to clients navigating significant life events. } }"

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