What we're about
Gaining Trust
We work hard to become your friendly and approachable, go-to financial planning team. We offer sensible, transparent advice and win our clients’ confidence with honest and knowledgeable guidance that works.
Read more »Expat Financial Advice Articles
Our team regularly puts together blog posts about the current market situation or relevant topics.
What we're about
Getting results
Our reputation is built by winning trust, but also delivering on our promises. We love working closely with our expat clients, giving sound financial planning advice to leverage wealth and help grow their investment portfolios.
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Posted by Cedric Bernier | Jun 12, 2023
Can I buy a Bank CD with FDIC protection as an American Expat living overseas?
Can I buy a Bank CD with FDIC protection as an American Expat living overseas? You live abroad and are an American expat? You might be wondering if you have…
Posted by Cedric Bernier | Sep 12, 2022
Global Investment Account for American Expats Living in Europe
If you are an American expat living in Europe, you might be wondering how you can invest your funds while being certain that your investment won’t have additional taxes or…