Source Financial Advisors

EST. AUM
$519,475,702

CONTACTS
3

CLIENT ACCOUNTS
452

Firm Details

Metro area New York City
CRD Number 164825
Website sourcefa.com
Client types

Overview

Financial Inspiration is described as an energy, a passion, and a creative mindset. It is the transformative tool that brings clarity to what once felt out of reach. This approach is positioned as an updated form of money management, emphasizing the client's financial freedom. At Source Financial Advisors, their goal is not solely to serve their clients' needs, but to ensure their wealth serves those needs. Founded by Michelle Smith, CEO, Source is a distinctly independent firm offering comprehensive wealth management and investment planning experience through a specialist practice structure. This structure gives them the flexibility and intellect to position clients for managing life's milestones long before they happen. In building relationships, they listen, discuss, collaborate, and clarify. They combine that understanding with a thoroughly detailed inventory and analysis of all client assets and financial resources. This holistic approach allows Source to build an effective wealth management plan that shares.

Platform Details

See in Dakota

Investment Preferences

See in Dakota

Alternative Activity

See in Dakota

Address

925 West Lancaster Ave
Suite 220
Bryn Mawr, PA 19010
Tel: (610) 642-1481

Source Financial Advisors

Platform Details

Investment Preferences

Alternative Activity

Address

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