Source Financial Advisors is a distinctly independent firm offering experienced wealth management solutions and unique specialty financial practices that help clients prepare to meet every financial opportunity – and challenge.
As your trusted resource, our job is to make sure that your goals and financial plans are aligned for success.
The founders of Source Financial Advisors, Michelle Smith and Kristen Niebuhr, describe their firm’s evolution, including how Source became ranked fifth in Financial Advisor Magazine’s “Top 50 Fastest Growing Firms.” Co-founder Michelle Smith is a pioneer in the field of divorce financial planning and an acknowledged thought leader in the financial services industry.
Securities offered through Purshe Kaplan Sterling Investments, Member FINRA/SIPC
Headquartered at 18 Corporate Woods Blvd., Albany, NY 12211.
Investments through PKS or RIA are: NOT FDIC INSURED and NOT BANK GUARANTEED and MAY LOSE VALUE, INCLUDING LOSS OF PRINCIPAL and NOT INSURED BY ANY STATE OR FEDERAL AGENCY.
