Company Performance Metrics
Michelle Smith, CDFA: Chief Executive Officer
Source Financial Advisors is a distinct independent financial firm offering comprehensive wealth management and investment planning experience in a specialist practice structure. This provides 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. Our financial services include wealth management, investment planning, tax planning and insurance coordination, and post divorce financial education and literacy programs
