Expat Guide to Investing and Financial Planning

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This expat guide identifies the common financial challenges American expats face when it comes to investing and financial planning. Learn how to identify common investment mistakes American expats make and the key issues that confront almost all expatriate Americans when it comes to investing and managing their finances.

Topics include:

Investing and Banking for U.S. Expats
Currency Management and Global Investing
Expat Portfolio Strategy
Retirement Planning for Americans Abroad
Tax Challenges for Cross-Border Families
Finding the Right Investment Advice

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ARAMCO lead

~$700B

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.

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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 ensuring 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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Personalized Advice for Americans Abroad

*Available to American expats and cross-border families with more than $500,000 in investable assets.

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