Cross Border Wealth Advisors is a Registered Investment Adviser (RIA) that provides comprehensive, cross-border financial planning and investment management services tailored specifically for Americans living and working abroad. As fiduciaries, they are legally and ethically bound to act in their clients' best interests. The firm focuses on addressing the unique and complex financial challenges faced by US expats, including multi-currency financial planning, US and foreign tax integration, retirement planning, and managing globally diversified investment portfolios.

Founded in

United States