Source Financial Advisors is a financial advisory and wealth management company specializing in divorce planning. Michelle Smith is the CEO and co-founder, having created the company with her mother, Corrine, also a financial adviser. The company was founded in 2012 and is based in New York City. They are an RIA that manages approximately $500 million in client assets for about 70 clients.
In 2014 Source Financial Advisors partnered with Pacific Divorce Management to help other financial advisors adopt the partnership’s divorce financial planning strategies. 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.
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