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.
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 the respective program, Wife2CFO, for women who want to take control of their financial future.
Michelle is a regular contributor to national and financial media and co-authored the book, Divorce & Your Finances, for Wachovia Securities financial advisors. Michelle is also co-founder of The IDEAL School of Manhattan, an independent school in NYC that she created in part for her son who has Down syndrome. The IDEAL School was the first and remains the only Inclusion K-12 independent school in NYC. Michelle’s relentless pursuit of creating an equal and transparent playing field for women with their money and children and their education is a personal and professional constant.