- Private Wealth Advisor
Why choose this provider?
Source Financial Advisors serves individuals, families, and business owners in Mount Vernon and the neighboring communities. The company helps with family business valuation, philanthropic commitments and flexibility, intergenerational investment policies that span generational needs, succession and estate planning, and governance arrangements. It has partnerships with Black Diamond and Envestnet Portfolio Management Consultants. CEO Michelle Smith advocates for women's financial literacy and founded the Wife2CFO program for women who want to be in charge of their financial future.