Wealth Management for U.S. Expats
Creative Planning International provides comprehensive, customized investment management and financial planning solutions for Americans abroad.
#1 Ranking
Ranked #1 on RIA Channel’s list of the Top 100 Wealth Managers (2020)*
Over $245 Billion
Combined assets under management and advisement as of July 1, 2023
50 States and Abroad
Providing financial peace of mind nationwide and across the globe
Learn Why Expats are Making the Switch to Creative Planning International
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 make sure you get the comprehensive wealth management solution you deserve.
It’s all the advice you need, all in one place.
International Financial Guidance for Expats
U.S. Expat Investment Management
U.S. Expat Estate Planning
U.S. Expat Financial Planning
Retiring Abroad
Compliance with U.S. Tax Law
Pre-Expatriation Financial Prep
Customized Financial Advice 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 ensuring your holdings meet U.S. tax compliance requirements.
Avoid Common Expatriate 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 and Recognition
Top RIA Firms (2019-2023)*
Top RIA Firms (2014-2020)*
Top RIA Firms (2012-2022)*
“Creative Planning is at the vanguard of a profound shift in finance.”
Personalized Advice for Americans Abroad
*Available to American expats and cross-border families with more than $500,000 in investable assets.