Source Financial Advisors is a boutique financial services firm based in New York City, specializing in comprehensive wealth management and financial planning. The firm is known for its client-centered approach, offering objective, personalized guidance tailored to individuals, families, and professionals navigating complex financial decisions. One of Source’s core strengths lies in supporting clients undergoing major life transitions, such as divorce or inheritance, with a particular emphasis on empowering women through financial education and strategic planning.

The firm’s advisors are fiduciaries, ensuring that clients’ best interests are always the top priority. Source Financial Advisors employs a holistic methodology, integrating investment management, tax strategies, retirement planning, and estate considerations within each client’s broader financial goals. In particular, the organization is noted for its Divorce Financial Planning service, which provides financial clarity and support during marital dissolutions.

Source’s founder, Michelle Smith, is a nationally recognized expert in divorce-related financial planning, lending the firm additional credibility and leadership in this niche area. With a strong commitment to education and transparency, Source regularly provides resources and insights to help clients make informed decisions. Their tailored solutions and empathetic approach distinguish them in the financial services industry.

Website: https://www.sourcefa.com/

Key Services:

– Comprehensive financial planning
– Investment management and portfolio oversight
– Divorce financial planning and analysis
– Retirement planning strategies
– Tax-efficient wealth management
– Estate and legacy planning
– Financial empowerment for women
– Goal-based financial strategies for life transitions