What we're about
Gaining Trust
We work hard to become your friendly and approachable, go-to financial planning team. We offer sensible, transparent advice and win our clients’ confidence with honest and knowledgeable guidance that works.
Read more »Expat Financial Advice Articles
Our team regularly puts together blog posts about the current market situation or relevant topics.
What we're about…
Keeping it simple
We cut through the complexity of managing finances overseas by avoiding jargon and obscure industry terms. Instead we prefer familiar, reassuring language, and simple financial planning solutions that make sense to everyone.
Read more »
Posted by Ryan Frost | Nov 19, 2025
New Healthcare Contribution for American Retirees in France – What It Means and How to Prepare
For many Americans, retiring in France is the dream. The slower pace of life, the world class healthcare system, the safety, and the rich cultural environment make it one of…
Posted by Ryan Frost | Nov 07, 2025
Americans in Nice: Relocating, Living, and Managing Your Finances on the French Riviera
For many Americans seeking a new chapter abroad, the French Riviera, and especially the city of Nice, offers the perfect blend of beauty, lifestyle, and opportunity. There is a longstanding…
Posted by Ryan Frost | Oct 15, 2025
How to Plan a Move Overseas as an American Expat
Relocating abroad can be one of the most exciting chapters in your life. Whether you are chasing a better work-life balance, a lower cost of living, or a new cultural…
Posted by Jerome Perkins | Oct 01, 2025
Investing in Euros as an American
For many Americans living abroad or simply looking to diversify their portfolios, the idea of investing in euros has never been more relevant. Whether you are an expat in Europe,…
Posted by Jerome Perkins | Sep 08, 2025
Wealth Management for Americans in Europe
Managing wealth as an American abroad comes with unique opportunities and unique challenges. Living in Europe offers cultural richness and professional possibilities, but navigating cross-border finances requires careful planning. From…
Posted by Jerome Perkins | Jun 12, 2025
U.S. Expat Financial Advisor in Munich: 2025 Guide
Looking for a U.S. Expat Financial Advisor in Munich? Moving to Munich is an exciting adventure. From the cobblestone streets of Altstadt to the cultural richness of Bavaria, life in…
Posted by Jerome Perkins | Dec 09, 2024
Assurance Vie for US expats in France
Have you been wondering if there are assurance vie for US expats in France? Have you heard of the harsh PFIC rules leaving Americans with limited options? Assurance Vie for…
Posted by Ryan Frost | Sep 16, 2024
How to live in France Tax-Free
Wondering how to live in France Tax-Free? Are you an American “taxbird” living in France, constantly returning to the US every six months to avAre you an American thinking of…
Posted by Jerome Perkins | Aug 22, 2024
Is HSBC Premier closing your brokerage account?
Are you an American expat who recently discovered that HSBC Premier is closing your brokerage account? Since the beginning of 2024, many American expat clients are scrambling to find a…
Posted by Jerome Perkins | Jun 24, 2024
Are you an accidental American?
Are you an accidental American, wondering what are the repercussions of your new found identity? Believe it or not, millions of people around the world are classified as “accidental Americans”,…