As the Director of Investments + Wealth Management, Patrick brings 10+ years of experience in managing portfolios for both private clients and institutions. Patrick is a leader on the investment team and is responsible for setting investment philosophy and directing the investment process. His expertise lies in overseeing the strategic and tactical asset allocation decisions across multiple asset classes, including public equities, public bonds, as well as alternative vehicles such as real assets, hedge funds, and private equity funds.
There's more to manage
than your wealth
Source is a relationship-based firm with an extensive discovery process, giving us a deeper understanding of client priorities, family circumstances, and clients' hopes and dreams for the future.
Life Changing Wealth Planning
Wealth Management Solutions
Building confidence during critical changes. When it comes to maintaining assets – and managing life – our unmatched level of specialty helps ensure clients are prepared for significant changes, whether they be in means, markets or marriages.
An independent firm offering comprehensive wealth management
At Source Financial Advisors, our goal is not solely to serve our clients’ needs, but to ensure their wealth serves their needs. We’re 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. Learn More
For our clients, a wealth management plan is simply to serve their life plans. Our extended offerings provide the finest investment and planning products, services and managers from top firms in finance. Ultimately, we’re here to help ensure that wealth truly serves, rather than complicates, our clients’ lives.
Our clients will experience a series of significant life events over the years. We have in place specialist teams that provide clear, critical thinking, and a level of experience to prepare our clients to meet life’s challenges – whatever they may be.
Wealth transfer – especially where a business is involved – can be one of the most complex and challenging issues faced by high-net-worth families. Our experience and best practices in engaging and educating the next generation on wealth issues can help our clients successfully transition their values, along with their assets.
Timely Market Insights from Source Financial Advisors
Michelle Smith, CEO Source Financial Advisors
Financial Advisor | Divorce Mediator | Certified Divorce Financial Analyst®
Michelle Smith has spent her 29 year career dedicated to the financial services industry, including the past 20 years advocating for ‘All Things Inclusion and Empowerment'. As CEO of Source Financial Advisors, Michelle navigates clients through complex, sensitive, and critical financial topics and issues.
A Divorce Mediator who holds the Certified Divorce Financial Analyst® designation, Michelle is a pioneer in the field of financial divorce matters. She has helped hundreds of women understand their financial options as they navigate divorce. She is a passionate advocate for women’s financial literacy and has founded a program, Wife2CFO, for women who want to take control of their financial future. Learn More
tips for divorcing couples
Source Financial Advisors Co-founder and CEO Michelle Smith offers her best practice tips for divorcing couples. Based on her 15 years experience working in divorce financial planning, Michelle’s simple tips have helped her clients create mutually acceptable financial settlements – even in the most highly charged divorce situations.
DIVORCE WITH SPECIAL NEEDS CHILDREN
Michelle Smith, Source Financial Advisors CEO and mother of Dylan, who has Down’s syndrome, describes the unique considerations of special needs divorces. Michelle is passionate about educating clients, parents, lawyers, and judges on this subject