Wealth Management for U.S. Expats
Bringing decades of experience in investment management and financial planning, Creative Planning International provides comprehensive wealth management for international families and American citizens abroad in more than 90 countries. We analyze each client's entire financial picture and direct their investments to fit their specialized needs as an American living outside the U.S.
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
If you have more than $500,000 in U.S.-based investable assets, we’d like to talk! Schedule a free, no-obligation consultation with a member of our team.
$710B+
In combined assets under management or advisement by Creative Planning and its affiliates as of December 31, 2025*.
90 Countries
Serving expats and cross-border families worldwide and in all 50 states.
625+ CFP® Professionals
A team of specialists fiercely determined to provide you with the best possible plan to grow, protect and transfer your wealth.
There's a Different Way
Specializing in Financial Services for Americans Abroad
We deliver our services with special attention to the unique legal, tax and financial issues confronting U.S. expats and Americans living abroad. Matters we commonly advise on include:
- Currency exposure management
- Tax and planning implications of non-U.S. citizen spouses
- Investing in foreign mutual funds (PFICs)
- Self-employment tax and investment issues
Why Creative Planning
Expat Investing, Planning and Tax Advice
Our investment management process employs an index allocation strategy intended to deliver superior long-term investment results through broad diversification and tax efficiency. Investment management is complemented with comprehensive financial planning, allowing clients to optimally employ IRAs, Roth IRAs, 401ks, 529 plans and other tax-advantaged investment accounts while remaining in compliance with — and making the most of — local and U.S. tax laws.
Awards & Recognition
Top RIA Firms
2019-2025
Awarded each September, based on data from a 12-month period through June 30.
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.
