Top financial advisors working with expats
The right financial advisor for you depends on how you weigh location, expertise, experience, the clients they typically serve, and how they work with you.
If you live abroad or plan to move internationally, you need an expat advisor who understands how to manage finances across borders. Without this expertise, you risk costly mistakes like double taxation or missing out on benefits tied to your home or host country.
- Cross-border tax knowledge. Confirm they can navigate tax rules in both your home country and where you live now, including treaties and reporting requirements.
- Currency and investment strategy. Ask how they handle currency risk and investment options available to expats, not just standard domestic portfolios.
- Retirement planning for expats. Check if they consider how living abroad affects your retirement accounts, social security, and pension benefits.
- Compliance with local laws. Make sure they understand financial regulations in your current country to keep your accounts and investments compliant.
Here are top matches to get you started. Review each profile to compare experience, credentials, and approach.
-
Domonic M
Series 65
Orlando, FL
Hoxton Wealth
Domonic Mustafa specializes in cross-border and expatriate tax planning, making him well-suited for expats in the US managing international pension assets, especially UK pensions. Based in Jersey City, NJ, he offers flat-fee financial planning and operates independently within Hoxton Wealth, a firm managing $470 million with a focus on pension transfer and SIPP advisory services, distinguishing him from advisors with more traditional domestic portfolios.
Experience: 0 years
Avg account: $583,106
-
Henry P
CFP®, Series 65
Ferrisburgh, VT
Veteran Wealth Planning
Henry Preston specializes in serving expatriates, offering expertise in annuities and financial planning tailored to those living abroad. His firm, Veteran Wealth Planning, uses a discretionary investment approach with passive ETFs and modern portfolio theory, providing flat-fee and negotiable hourly options. With a CFP® certification and military background, he brings a unique perspective compared to other advisors in the US focused on expats.
Experience: 2 years
Avg account: $2,671,832
-
Jon H
Series 65
Atlanta, GA
Beacon Global Advisor Network, LLC
Jon Holand specializes in wealth management for expats, offering expertise in cross-border financial planning and compliance with local laws, which is crucial for managing finances across borders. Based in Atlanta, he operates independently with a flat-fee structure for financial planning, serving both high-net-worth and non-high-net-worth clients through Beacon Global Advisor Network, which manages $397 million in assets and focuses on U.K. expatriates.
Experience: 5 years
Avg account: $536,798
-
Benjamin R
Series 65
Boston, MA
Transatlantique Private Wealth LLC
Benjamin Robinot specializes in cross-border and expatriate tax planning, making him well-suited for expats in the US who need guidance on managing finances across borders. Based in Boston, he serves high-net-worth clients through Transatlantique Private Wealth LLC, offering customized asset allocation with European research insights and a 1.20% annual AUM fee, differentiating him with a focus on French expatriates and access to global investment resources.
Experience: 8 years
Avg account: $2,099,137
-
Ratnadeep D
Series 66
Exton, PA
Merrill
Ratnadeep Damle is well suited for expats in the US due to his expertise in international wealth management and retirement income strategy, combined with his experience serving immigrants and expats. Working at Merrill, a large firm, he offers a 1.10% AUM fee for managed strategies under $2 million, and his background includes managing an international division, which adds valuable cross-border insight compared to other advisors.
Experience: 10 years
Avg account: $860,085
Want help finding the right advisor?
Answer a few questions to see advisors matched to you.
Specialized advisors
People also searched
Popular nationally
Find advisors by type
Not sure where to start?
We'll help you think it through—whether you ultimately need an advisor or not. Warmer helps you compare advisors clearly, so you can choose with confidence.
For advisor listings, we rely on sources including public filings and data provided by advisors, and we cannot guarantee that all information is current or accurate. Advisors are independent and may not have reviewed or updated this information. Please review an advisor's Form ADV and do your own diligence before deciding whether to work with them.
Advisor matching and referrals are provided by FinanceHQ LLC ("FHQ"), a wholly-owned subsidiary of Warmer and an SEC-registered investment adviser. We may be compensated by participating advisors. You pay no fee to use our matching service, and advisor fees are not increased because of a referral. We do not supervise advisors, manage or hold assets, guarantee performance, or provide advice about specific investments.
By using our service, you agree to the Warmer Terms of Service and FHQ Advisory Agreement, and acknowledge Warmer's Privacy Policy. Please review FHQ's ADV Part 2A and Form CRS. Logos provided by Logo.dev
© 2026 Warmer Holdings Inc. ("Warmer")