Financial Planning and Investment Management for U.S. Expats

Financial Planning and Investment Management for U.S. Expats

We specialize in wealth management and tax strategies for U.S. expats, green card holders, and internationally connected individuals. Whether you're retiring abroad or relocating to Europe for work or personal reasons, our fiduciary team offers personalized, holistic cross-border planning structured for your unique values and goals.

We specialize in wealth management and tax strategies for U.S. expats, green card holders, and internationally connected individuals. Whether you're retiring abroad or relocating to Europe for work or personal reasons, our fiduciary team offers personalized, holistic cross-border planning structured for your unique values and goals.

We specialize in wealth management and tax strategies for U.S. expats, green card holders, and internationally connected individuals. Whether you're retiring abroad or relocating to Europe for work or personal reasons, our fiduciary team offers personalized, holistic cross-border planning structured for your unique values and goals.

Wealth Management

We help American expats optimize their investments, taxes and estate plan to work harder, together.

Wealth Management

Investment Management

We provide customized financial plans to help expats navigate the complexities of cross-border investing.

Investment Management

Tax Optimization

We help our clients minimize their tax liabilies by creating a custom plan that is geared for them.

Tax Optimization

  • Wealth Management

  • Investment Management

  • Cross-Border Financial Planning

  • Retirement Planning

  • U.S.-registered

  • Complimentary 30-Minute Call

 
A Team that Understands the Needs of the U.S. Expatriate Community

 
A Team that Understands the Needs of the U.S. Expatriate Community

 
A Team that Understands the Needs of the
U.S. Expatriate Community

 
A Team that Understands the Needs of the U.S. Expatriate Community


Liberty Atlantic Advisors is a U.S.-registered firm with an internationally-based team of cross-border financial planners and advisors, each of whom personally has significant expat life experience.


Liberty Atlantic Advisors is a U.S.-registered firm with an internationally-based team of cross-border financial planners and advisors, each of whom personally has significant expat life experience.

3

Decades of experience in both U.S. and EU planning.

Understanding the tax regimes that you live and work in.

4

Countries we specialize in.

Our team provides financial advice for expats in Italy, Portugal, France, and Spain.

100%

Of our team are expats.

Members of our team live and work within the same countries we specialize in.

100%

Of our team are expats.

Members of our team live and work within the same countries we specialize in.

4

Countries we specialize in.

Our team provides financial advice for expats in Italy, Portugal, France, and Spain.

4

Countries we specialize in.

Our team provides financial advice for expats in Italy, Portugal, France, and Spain.

100%

Of our team are expats

Although we work remotely, our team lives and works within the same countries we specialize in.

100%

Of our team are expats

Although we work remotely, our team lives and works within the same countries we specialize in.

At Liberty Atlantic Advisors, we recognise that selecting a cross-border financial planner requires you to think deeply about your values and goals.

At Liberty Atlantic Advisors, we recognise that selecting a cross-border financial planner requires you to think deeply about your values and goals.

We personally understand that when it comes to cross-border planning, many times the answer to questions is honestly, “I’m not sure,” or “I don’t know.” Sometimes, you may feel emotional giving an answer. To all of that, we say: “That’s OK.”


We’re committed to being your partner on whatever expat journey you’re on, at any stage.

We personally understand that when it comes to cross-border planning, many times the answer to questions is honestly, “I’m not sure,” or “I don’t know.” Sometimes, you may feel emotional giving an answer. To all of that, we say: “That’s OK.”


We’re committed to being your partner on whatever expat journey you’re on, at any stage.

We’re wealth managers who see you as a person, not a set of account numbers

Comprehensive and adaptable services to meet your evolving needs

Whether you’re planning to retire outside the U.S., move to Europe, or seeking guidance on managing the complexities of international tax compliance, our team is able to support you.

Whether you’re planning to retire outside the U.S., move to Europe, or seeking guidance on managing the complexities of international tax compliance, our team is able to support you.

Comprehensive and adaptable services to meet your evolving needs

Comprehensive and adaptable services to meet your evolving needs

Comprehensive and adaptable services to meet your evolving needs

At Liberty Atlantic Advisors, we recognize that selecting a cross-border financial planner requires you to think deeply about your values and goal

We personally understand that when it comes to cross-border planning, many times the answer to questions is honestly, “I’m not sure,” or “I don’t know.” Sometimes, you may feel emotional giving an answer. To all of that, we say: “That’s OK.”


We’re committed to being your partner on whatever expat journey you’re on, at any stage..

As an American expat, your financial well-being depends on how well you understand and navigate the complexities of U.S. tax law and your country of residence's tax rules. It’s important to note that struggling or even failing to do so, however, isn’t a reflection of one’s ability to manage their own finances. 


Instead, we encourage people to think of cross-border financial planners as part of your expat support team. Just as you may have organized your move with an immigration attorney and connected with expat and foreign tax filing specialists, cross-border financial planners also have a role to play in supporting the logistical framework of your expat life.


Whether or not our team is a fit for you is an important decision only you can make, and we are committed to clarifying and supporting you in doing what feels best for you from the moment we meet. 

Whether you’re planning to retire outside the U.S., move to Europe, or seeking guidance on managing the complexities of international tax compliance, our team is able to support you.

Why choose us?

Financial Advice for U.S. Expats, from Expat Financial Advisors

As an American expat, your financial well-being depends on how well you understand and navigate the complexities of U.S. tax law and your country of residence's tax rules. It’s important to note that struggling or even failing to do so, however, isn’t a reflection of one’s ability to manage their own finances. 


Instead, we encourage people to think of cross-border financial planners as part of your expat support team. Just as you may have organized your move with an immigration attorney and connected with expat and foreign tax filing specialists, cross-border financial planners also have a role to play in supporting the logistical framework of your expat life. 


Whether or not our team is a fit for you is an important decision only you can make, and we are committed to clarifying and supporting you in doing what feels best for you from the moment we meet. 

As an American expat, your financial well-being depends on how well you understand and navigate the complexities of U.S. tax law and your country of residence's tax rules. It’s important to note that struggling or even failing to do so, however, isn’t a reflection of one’s ability to manage their own finances. 


Instead, we encourage people to think of cross-border financial planners as part of your expat support team. Just as you may have organized your move with an immigration attorney and connected with expat and foreign tax filing specialists, cross-border financial planners also have a role to play in supporting the logistical framework of your expat life. 


Whether or not our team is a fit for you is an important decision only you can make, and we are committed to clarifying and supporting you in doing what feels best for you from the moment we meet. 

Financial Advice for US Expats, from Expat Financial Advisors



Financial Advice for US Expats, from Expat Financial Advisors

Financial Advice for U.S. Expats, from Expat Financial Advisors

The 5 Countries Where We Can Best Support You

Italy

Spain

Portugal

France

Malta

The 5 Countries Where We Can Best Support You

Italy

Italy

The 5 Countries Where We Can Best Support You

The 5 Countries Where We Can Best Support You

The 5 Countries Where We Can Best Support You

Portugal

Portugal

Spain

Spain

Italy

Spain

Portugal

France

Malta

France

France

Malta

Malta

Financial Advise for US Expats.

The 5 Countries Where We Can Best Support You

Italy

Spain

Portgual

France

Malta

Liberty Atlantic Advisors is a U.S.-registered cross-border financial advisor company. Our fiduciary team provides holistic financial planning for high-net-worth individuals and their families. We also provide investment management for U.S. citizens and green card holders moving to or living in Europe.

© 2025 All Rights Reserved by Liberty Atlantic Advisors

Liberty Atlantic Advisors is a U.S.-registered cross-border financial advisor company. Our fiduciary team provides holistic financial planning for high-net-worth individuals and their families. We also provide investment management for U.S. citizens and green card holders moving to or living in Europe.

© 2025 All Rights Reserved by Liberty Atlantic Advisors

Liberty Atlantic Advisors is a U.S.-registered cross-border financial advisor company. Our fiduciary team provides holistic financial planning for high-net-worth individuals and their families. We also provide investment management for U.S. citizens and green card holders moving to or living in Europe.

© 2025 All Rights Reserved by Liberty Atlantic Advisors