Plan Confidently
Invest Globally
Live Freely
Leading Financial Advisors for American Expats
At EuroAmerican Financial Advisors, we provide, specialist investment advisory and financial planning services for US citizens moving to and living in Spain, Portugal, France, Germany, Italy, Belgium, the Netherlands, Luxemburg, Greece, Austria and Sweden.
When moving to the EU as a US citizen, your financial situation changes. Some of the issues you can face include investing while subject to two tax systems, closure of US bank or brokerage accounts, currency considerations, and cross-border estate planning. Planning ahead makes for a smooth transition, avoiding unwanted surprises and saving you money.
At EuroAmerican Financial Advisors, we are US expats in Europe ourselves, and we know the questions you need to ask and how to optimize your financial transition.
Cross-Border Expertise
Specialists for Americans moving to Europe with advisors licensed in both the US and the EU
Tailored Strategies
Investments, retirement saving and tax optimization aligned with US & EU regulations.
Trusted Advisors
Our advisors have 20+ years experience guiding Americans abroad with confidence.
“We fundamentally understand the need for holistic investment advice and financial planning, when living abroad. Registered in Spain, with both US and EU certified advisors, we have partnered with US-based custodians and brokers to create regulatory compliant, tax efficient portfolios for our expat clients. As your advisor abroad, we will optimize your situation so you can relax and enjoy your expat adventure with confidence and peace of mind.”
– Shane Clark, EFP, EAFA President.
At EuroAmerican Financial Advisors, we provide, specialist investment advisory and financial planning services for US citizens living in Spain, Portugal, France, Germany, Italy, Belgium, the Netherlands, Luxemburg, Greece, Austria, Sweden, Poland, the Czech Republic and Malta. Financial issues faced by American expats differ from those of US residents in certain very important respects: Investment account selection and management, regulatory and tax constraints on investment products, estate planning, currency transfers and hedging, as well as global investment diversification, are all important considerations for US citizens living abroad. Most US-based financial advisors do not have expertise in these areas and most European advisors are not familiar with US retirement accounts, tax issues, or financial planning considerations. Contact us today to discuss your personal situation with an advisor who specializes in issues that are important to you.
Our values
Empathy
As American expats ourselves, we understand the sense of freedom and adventure, but also the financial challenges.
Personal
We value strong and long-lasting personal relationships with our clients, and we’re always available should you have any questions.
Transparency
We are committed to ensuring that you understand our approach and the financial strategies and investments that we recommend.
Integrity
We understand that integrity is the single most important quality in a financial advisor, and we are legally bound to act in your best interests.
When moving to a new country as a US citizen, your financial situation changes. Some of the issues expats can face include unanticipated taxation, burdensome US and foreign reporting, closure of US bank or brokerage accounts, currency loss risk, and higher fees. Planning ahead makes for a smooth transition, avoiding unwanted surprises and saving you money. At EuroAmerican Financial Advisors, we are expats ourselves, and we know the right questions to ask and how to optimize your financial transition
We offer bespoke investment solutions for high net-worth EU citizens and residents in Spain, Portugal, France, Germany, Italy, Belgium, the Netherlands, Luxemburg, Greece, Austria, Sweden, Poland, the Czech Republic and Malta seeking professional investment management solutions without lockup periods or surrender charges. We provide investment and fee transparency, access to global investment markets, use of individual stocks, bonds, exchange-traded funds, rather than high-priced mutual funds, and a fiduciary standard of client care.
Our process has 3 simple steps
1
Schedule a call with us to discuss your circumstances, current investments and goals.
2
We’ll follow up with a proposal and address any further questions you may have.
3
When you’re happy to proceed, you fill out and sign our Know Your Client form online.
Plan Your Move with Confidence
Ready to elevate your wealth management strategy? At EAFA, we provide personalized financial planning that helps you secure your future while achieving your life goals. Let us guide you with expert advice, innovative solutions, and a trusted partnership. Contact us today to start your journey toward financial success.
Trusted Partners
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