Michelle M. Smith

CDFA®

Managing Partner / Financial Advisor / Member Owner

On the relentless mission to empower women with life control through financial control.

545 Fifth Avenue, Suite 1108 New York, NY 10017
212.273.0400

Michelle is a managing partner and financial advisor in Savant’s New York, NY office. She has a membership interest in Savant.

As a Certified Divorce Financial Analyst® professional, Michelle navigates clients through complex, sensitive, and critical financial topics and issues. A pioneer in the field of financial divorce matters, Michelle has been committed to helping thousands of women understand their financial options as they navigate divorce. She is a passionate advocate for women’s financial literacy and founded Wife2CFO for women who want to take control of their financial future.

Michelle has been involved in the financial services industry since 1989. She was the CEO of Source Financial Advisors until it joined with Savant in 2024.

Michelle is a regular contributor to national and financial media and co-authored the book, Divorce & Your Finances, for Wachovia Securities financial advisors. She is co-founder of The IDEAL School of Manhattan, an independent school in NYC that she created in part for her son who has Down syndrome. The IDEAL School was the first and remains the only Inclusion K-12 independent school in NYC. Michelle’s relentless pursuit of creating an equal and transparent playing field for women with their money and children and their education is a personal and professional constant.


Education &
Designations

  • Certified Divorce Financial Analyst® professional

Affiliations &
Community Service

  • The IDEAL School of Manhattan – co-founder

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