Top advisors focused on expats in the US
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 the unique tax, investment, and legal challenges you face. Without this expertise, you risk costly mistakes like double taxation or noncompliance with foreign regulations.
- Cross-border tax knowledge. Confirm how they handle tax obligations in both your home country and your country of residence to avoid surprises.
- Currency and investment strategy. Ask how they manage currency risk and select investments suitable for your international situation.
- Legal and reporting compliance. Ensure they guide you through foreign asset reporting and residency rules to keep you compliant.
- Local and global coordination. Check how they collaborate with local professionals and adapt plans as your circumstances change abroad.
Here are top matches to get you started. Review each profile to compare experience, credentials, and approach.
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Domonic M
Series 65
Jersey City, NJ
Hoxton Wealth
Domonic Mustafa specializes in cross-border and expatriate tax planning, making him well-suited for expats in the US who need guidance on international pension assets and UK pension transfers. Operating from Jersey City, NJ, he offers flat-fee financial planning and works within Hoxton Wealth's independent advisor network, which manages $470 million in assets, providing a focused approach on pension transfer and SIPP advisory services.
Experience: 0 years
Avg account: $583,106
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Henry P
CFP®, Series 65
Ferrisburgh, VT
Veteran Wealth Planning
Henry Preston specializes in serving expatriates, offering expertise in financial planning and portfolio management tailored to the unique challenges faced by clients living abroad. His firm, Veteran Wealth Planning, employs a discretionary investment approach centered on passive ETFs and modern portfolio theory, with a flat-fee structure and a focus on educational support, distinguishing him from other advisors by combining military experience with independent, client-focused service.
Experience: 2 years
Avg account: $2,671,832
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Jon H
Series 65
Atlanta, GA
Beacon Global Advisor Network, LLC
Jon Holand specializes in wealth management for expatriates, offering expertise in navigating the unique financial challenges faced by U.S. expats. Based in Atlanta, he operates independently with a flat-fee structure for financial planning, providing flexibility compared to traditional AUM fees, and benefits from his firm's focus on U.K. expatriates and a network of about 60 advisors managing $397 million in assets.
Experience: 5 years
Avg account: $536,798
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Benjamin R
Series 65
Boston, MA
Transatlantique Private Wealth LLC
Benjamin Robinot specializes in cross-border and expatriate tax planning, making him well-suited to address the complex financial needs of expats in the US, particularly French expatriates. His firm, Transatlantique Private Wealth LLC, offers customized asset allocation informed by European research and serves high-net-worth clients with a 1.20% annual AUM fee. His experience includes leadership roles in UK and Hong Kong asset management firms, providing a global perspective that differentiates him from other advisors.
Experience: 8 years
Avg account: $2,099,137
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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 his focus on tax minimization and retirement income strategies, which address the unique financial challenges faced by those living abroad. Working at Merrill, a large firm, he offers a managed strategy with a 1.10% AUM fee under $2 million and brings a decade of experience, multilingual skills, and a background in managing international business divisions, setting him apart from other advisors.
Experience: 10 years
Avg account: $860,085
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