Financial Advisors for U.S. Expats
At Creative Planning International, we have decades of experience providing comprehensive financial advice for U.S. expatriates and cross-border families. Our in-house team coordinates all aspects of your financial picture — your investments, taxes and estate plan — to give you a comprehensive, actionable financial plan aligned with your goals.
It’s all the advice you need, all in one place.
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.
Customized Financial Plans for International Investors
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.
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.
