A Wealth of International Financial Services

Personalized to Meet Your Unique Goals

Providing investment management and financial planning services for American expats and cross-border families around the world.

Services for American Expats and Cross-Border Families Living Inside and Outside the U.S.

Creative Planning International is a wealth management firm that empowers Americans living abroad to achieve their financial goals. We specialize in helping expats and global families manage their wealth and plan for their financial futures.

Ready to Get Started?

If your household has more than $500,000 in investable assets, we'd love to talk about next steps.
Schedule a free, no-obligation meeting with our team today.


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