Source Financial

From EverybodyWiki Bios & Wiki

Source Financial Advisors is a financial advisory and wealth management company[1] specializing in divorce planning.[2][3] Michelle Smith is the CEO and co-founder,[4] having created the company with her mother, Corrine,[5] also a financial adviser.[6] The company was founded in 2012 and is based in New York City.[1] They are an RIA that manages approximately $500 million[5] in client assets for about 70 clients.[7][8]

In 2014 Source Financial Advisors partnered with Pacific Divorce Management to help other financial advisors adopt the partnership’s divorce financial planning strategies.[9][10] In 2016, Source Financial Advisors and DailyWorth founded by Amanda Steinberg partnered to create a new service, Worth Financial Management which is a robo-adviser for women.[11]

References[edit]

  1. 1.0 1.1 "Source Financial Advisors LLC". Bloomberg. July 29, 2019.
  2. "Hurry up — Get your clients divorced". Financial Planning. Retrieved 2019-07-29.
  3. "The Finance Guru Every Woman Should Know: Michelle Smith — The Flair Index". Retrieved 2019-07-29.
  4. "Michelle Smith | Wealth Management | Wealth Management". www.wealthmanagement.com. Retrieved 2019-07-29.
  5. 5.0 5.1 Dagher, Veronica. "Financial Adviser Develops a Niche Focused on Divorce". WSJ. Retrieved 2019-07-29.
  6. Sullivan, Paul (2018-12-21). "How to Plan Finances to Raise a Special-Needs Child". The New York Times. ISSN 0362-4331. Retrieved 2019-07-29.
  7. Diamond, Mindy. "Why aren't more women advisers making the leap to independence?". www.investmentnews.com. Retrieved 2019-07-29.
  8. "The Specialist". www.fa-mag.com. Retrieved 2019-07-29.
  9. "Pacific Divorce Management Announces Partnership with Michelle Smith of Source Financial Advisors". InsuranceNewsNet. 2014-04-09. Retrieved 2019-07-29.
  10. April 08, Janet Levaux |; AM, 2014 at 11:15. "2 Prominent Divorce Advisors Tie the Knot". ThinkAdvisor. Retrieved 2019-07-29.
  11. Bernard, Tara Siegel (2015-11-06). "Financial Advice for Women, From Women". The New York Times. ISSN 0362-4331. Retrieved 2019-07-31.


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