Michelle Smith

Co-Founder and CEO

Michelle Smith is Co-Founder and CEO of Source Financial Advisors, LLC, a wealth management firm which specializes in guiding clients through significant personal financial events such as divorce. Ms. Smith has a specialty in concentrated stock positions (both public and private) and the myriad complex issues that arise from the distribution and transfer of these public and private interests incident to divorce.   As Founder and President of Smith Financial Strategies Group, LLC, Ms. Smith assists clients and attorneys with divorce-related financial analyses, including lifestyle analysis, tracing and property characterization, analysis of investments, non-cash compensation including stock options and restricted share awards, personal economic projections, and cash flow modeling of various settlement options.  She is often a neutral financial expert in the mediation and collaborative law process, as well as providing traditional litigation support and trial consulting services.  \n