Cross Border Wealth Advisors
We specialize in cross-border planning, working with U.S. professionals, retirees or business owners who either live full or part-time abroad. In my experience, expats commonly ask how to optimize their investments left in the United States, what the tax-savings strategies are, and if there are any potential financial consequences to living abroad.
We also work with individuals across the United States who are working toward attaining Financial Independence and Retirement Early (F.I.R.E.) Regardless of your unique situation and needs, our expertise and skills will guide you in realizing your financial goals and making informed decisions.
Disclaimer: Limitations. This list only serves as a resource to assist an individual in
identifying a potential advisor for their review and consideration. The appearance of an
adviser on the list is not endorsement by NAPFA of that advisor's services. There can be
no assurance that you will experience a certain level of results or satisfaction if you
engage a listed advisor. Except for the NAPFA membership fee, the listed advisor did not
pay NAPFA a separate fee to appear on the list.