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. 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.
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.
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.
Services
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.
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.
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. Financial planning isn't about numbers and projections; it's about helping clients live the lives they want.
High-net-worth individuals generally retire younger and live longer than most, and spend more to maintain a distinct lifestyle. This requires detailed retirement planning that integrates with other financial and investment planning considerations in order to preserve and grow assets throughout retirement.
Reviews (2)
Stephanie Johnson
Jan 18, 2022
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Julie Fowler
Jan 15, 2022
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Positive: Professionalism, Responsiveness
This firm has changed my life! They are responsive to my parameters while doing their best to maximize results. Their commitment to keeping clients informed is unparalleled, allowing me to feel secure and in excellent hands. There is no better firm out there!
This firm has changed my life! They are responsive to my parameters while doing their best to maximize results. Their commitment to keeping clients informed is unparalleled, allowing me to feel secure and in excellent hands. There is no better firm out there!
