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

Download your free guide today!

If you have more than $500,000 in investable assets, we’d like to talk! Schedule a free, no-obligation consultation with a member of our team.


#1 Independent Advisory Firm (2017)*


Named to Top RIA List (2014-2020)*

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Named to Top RIA List (2012-2022)*


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.


Personalized Advice for Americans Abroad

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


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