Dedicated Wealth Management Partner to Aramco Families

We’ve been helping expat families working at Aramco for nearly 50 years (first as Reilly Financial Advisors, now as Creative Planning International).

We understand the unique lifestyle of Aramco employees — your benefits, challenges and opportunities — as well as the tax complexities you face as a U.S. expat living in Saudi Arabia. To help you maximize your wealth and avoid costly mistakes, our team is dedicated to advising you with custom financial strategies to meet your specific needs and goals.

Financial Advice for Your Global Needs

Investment Management

Estate Planning

Financial Planning

Currency Risk Management

International Tax Planning

Compliance With U.S. Tax Law

Meet With an International Financial Advisor

Over $354 Billion

In combined assets under management or advisement by Creative Planning and its affiliates as of December 31, 2024*.

90 Countries

Serving expats and cross-border families worldwide and in all 50 states.

525+ CFP® Professionals

A team of specialists fiercely determined to provide you with the best possible plan to grow, protect and transfer your wealth.

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Decades of Experience Working With Expat Aramcons

We understand that expatriates have unique needs when it comes to wealth management. Our planning-led approach allows us to find customized solutions for the complex financial planning situations you face as an expatriate. Your plan will be crafted to support your specific goals, and your portfolio will be designed to help you reach those goals while meeting currency exposure needs and helping ensure your holdings meet U.S. tax compliance requirements.

Avoid Common Expat Financial Mistakes

At Creative Planning International, we help expats navigate complex U.S. tax laws, including implications of the Foreign Account Tax Compliance Act (FATCA), reporting of foreign investment income and filing of tax treaty claims. Our expat tax advisors can help ensure you’re in compliance with U.S. tax law, freeing up more time for you to enjoy the adventure of living abroad.

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Don Reilly visited Aramco for the first time in 1975.

Join us to celebrate 50 years of the Reilly family working with Aramcons!

Awards & Recognition

Top RIA Firms
2019-2025

Awarded each September, based on data from a 12-month period through June 30.

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Best Wealth Management Firms
2026

Ranking released in February 2026, not based on a specific time period.

Top RIA Firms
2025

Awarded each July, based on data from a 12-month period through December 31.

 

We work with households having a minimum of $500,000 in U.S.-based investable assets.