Michelle Smith is a prominent high net worth divorce financial specialist in the country.
about the founder
CEO, Michelle Smith
Michelle Smith, founder of Smith FSG, is a prominent high net worth divorce financial specialist in the country. She is a member of the Institute for Divorce Financial Analysts, a holder of the Certified Divorce Financial Analyst® credential, a Divorce Mediator, regular contributor to national and financial media, and co-author of the book Divorce & Your Finances written for Wachovia Securities financial advisors. Michelle is also founder and current CEO of Source Financial Advisors, a registered investment advisor (RIA), where she created a financial literacy and education platform for women called Wife2CFO™. She was also a co-founder and Director of Family Wealth Management at Alexandra & James, an independent wealth advisor firm serving high net worth clients with $5 million to $40 million.
Michelle works with clients providing guidance and expertise from investment details to the broad strokes of philanthropic planning and transfer strategies.
Her many years of experience ensures that you have a trusted advisor to lean on during the entire divorce process for clear thinking, perspective, guidance and access to the skills and services necessary to help ensure that everything will – ultimately – be okay.
AnnMarie Broughton, Director
AnnMarie joined Smith FSG Group as a Director in 2017, bringing over 20 years of experience in litigation consulting and forensic accounting.
Since 2009, AnnMarie has focused exclusively in the area of complex high-net-worth matrimonial litigation, specializing in all lifestyle analysis, income and asset tracing analysis, and other non-valuation forensic projects.
AnnMarie works very closely with clients and counsel, assisting them in all phases of the divorce process, including settlement negotiations, expert witness report preparation, and if necessary trial preparation and expert testimony.
Prior to joining Smith FSG, she held the position of Manager in a New York City based Divorce Advisory Services group of a national accounting firm, and also held a similar position in the Litigation Support Services group of a New York based regional accounting firm.
AnnMarie is a New York State Certified Public Accountant and is a member of the American Institute of Certified Public Accountants. She has completed her certification as a Divorce Mediator through The Center for Understanding in Conflict. AnnMarie holds a Bachelor of Business Administration in Accountancy from Baruch College, as well as a Bachelor of Arts in History from Fordham University.