Fiduciary Financial Advisors For Expatriates

 

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We Only Work With The Best Financial Advisor Firms

We Exclusively Work With Select Partner Firms Who Meet The Highest Standard of Excellence and Trust.

3rd Party Rankings

Our partners have been recognized by some of the best media publication sources like Financial Times, Investor.com, Forbes, and Barron’s

Conflict Free

Our partners will also never sell proprietary investment products

Experience

All leads will be connected with a firm who has been in business for 20+ years

Education & Designations

All leads will be given to a certified CFP with designation from FINRA

Trustworthiness

All of our partners are credible — No conflicts of interest and no disciplinary history

 

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Independent Financial Advisor For Expatriates

Step 1:
Fill Out The Form

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Now you can explore what service is best for you.

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Step 2:
A Trusted Advisor Will Reach Out To You

Feel understood. A Certified Financial Planner will have a personalized conversation listening to your financial situation and future goals.

Step 3:
Get A Custom Financial Plan

After listening to your financial situation and future goals, our advisors will put together a personalized road map for your financial success.

The Value Of A Retirement Financial Advisor For Expatriates

$2,010,221.91
Without Advisor

$4,643,687.46
With Advisor

Assuming $350k initial investment at 6% annual growth vs 9% annual growth for 30 years.

A good financial planner can increase your returns by as much as 3% annually.

Vanguard

How Can a Financial Advisor Help Expatriates?

Expatriates have a unique set of specialized financial planning needs. From managing assets to adapting to volatile currency exchange rates and keeping track of relevant tax laws and changing financial regulations, these concerns might be “out of sight, out of mind” for someone who’s trying to assimilate into a new culture. That’s why having a trustworthy financial advisor back home to advise on these matters is an essential element of support for expats, who want to focus on making the best of their lives in a foreign land.

Questions Expatriates Should Ask Their Financial Advisor

Are you a fiduciary?

Laws regarding fiduciary status may be different between countries. Make sure that the advisor you are working with is indeed a fiduciary, specifically a qualified fiduciary in the country in which you wish to hold your accounts (e.g. if you wish to hold a US investment account, make sure you are using a US fiduciary).

What services do you offer?

Not every advisor is qualified to handle every financial element in any country. Part of making sure you have a qualified advisor is ensuring that they are able to perform whatever service you need, be it investment management, planning, estate planning, taxes, or anything else, both in your country of residence and the country in which your accounts are held.

Can you help me in the short-term as well as long-term?

Depending on the circumstances of your expatriate status, you may be living abroad for a short time, such as a few years, or a very long time, such as a few decades. Many financial advisors do their work over longer periods of time, closer to the former. Ask your advisor how they can help you in the short-term as well.

Find A Fee-Only Financial Advisor For Expatriates

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Top Financial Advisors Serving Expatriates

As an expatriate, you may be in the unique position of holding financial accounts in a country in which you do not live. You may also wish to establish or continue growing said accounts, which can be challenging if you can’t directly commune with an advisor from said country. Fortunately, there are many financial advisors available with specific skills in managing the finances of expatriates.

The key to finding a good financial advisor as an expat is to find one with experience working in the financial sector both in your country of residence and in the country in which your accounts are held. They will have the best idea of the minute difference in finance law and investing between the two economies, and will offer the greatest ability to work on your portfolio abroad.

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Two elderly alpine skiers climb on skis and sealskins

Besides expatriates, our advisors are also qualified to help the following:

  • Those living abroad for work, school, or another reason
  • Those prepare to move to or return from another country

When Do You Want To Retire?

How far away is your dream life?

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Other Resources On
How To Choose a Financial Advisor For Expatriates

What is the Value of Partnering with a Financial Advisor?

How to Choose a Financial Advisor

Questions to Ask Your Financial Advisor

FAQs About Certified Financial Advisors For Expatriates

Financial advisors typically charge fees in the range of 0.25% to 1% of your total assets under management. However, many can also accommodate a flare rate or hourly fee, if you feel that would be better for your needs.
Financial advisors are money management experts. They can provide financial help with everything from guidance on everyday saving from fully managing an investment portfolio, retirement account, and more.
Are you able to work with accounts held in another country? Are you a fiduciary? What is your pay structure? Can I easily alter my financial plan if my circumstances change?
Typically, financial advisors are able to simply withhold their fees from your returns, saving you both the trouble of a transaction. Otherwise, they will have you pay directly through check, wire transfer, or another traditional method.