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
Schedule a complimentary financial consultation

Italy

Spain

Portgual

France

Malta
In the Press





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