About EuroAmerican Financial Advisors
EAFA is one of very few Investment Advisory firms that specialize in portfolio advisory and financial planning services for US expats with a focus on Spain and Portugal.
We offer expatriates a personalized and optimized service experience, superior communication, and customized investment strategies; as well as the peace of mind that comes from dealing with an investment advisory firm that specializes in financial issues pertaining to US citizens living in Spain and Portugal.
At EuroAmerican Financial Advisors, we specialize in providing investment advice and financial planning services for Americans living in Spain and Portugal. The financial issues faced by American expatriates are often quite different compared to Americans living within the United States. Important considerations for US citizens living abroad include the management of Investment accounts, taxation, estate planning, currency transfers and hedging; as well as global investment diversification.
Our Values
Empathy
As Americans expats ourselves, we understand the sense of freedom and adventure, but also the challenges, in particular the financial challenges, of being an American living abroad.
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. Furthermore, we are always available to answer your questions, and you can always access and track your investments’ performance.
Integrity
We understand that integrity is the single most important quality in a financial advisor. We have licensed advisors in both the US and in Spain and Portugal, and we are fiduciary advisors, so we are legally bound to only recommend investments and financial strategies that are in your best interests.
Knowledge
We are leading specialists in financial planning and investment advice for Americans abroad with a focus on Spain and Portugal, thanks to our detailed understanding of both US and EU member regulatory and tax regimes. We provide a monthly market update to all of our US expat clients.
Choosing a Financial Advisor as an American Expat
Some of the main considerations when choosing a financial advisor as an expat are:
– How experienced are they working with US expats?
– Do they have an in-depth understanding of how currency fluctuations and the US and EU regulatory and tax regimes can impact different investments?
– Are they licensed and regulated in both Spain/Portugal and the US?
– How is their investment performance track record?
– Are they a fiduciary advisor?
– How transparent is their fee structure?
– Are they happy to communicate how and when you want to?
At EAFA, we are fiduciary advisors licensed and regulated in Spain and Portugal with advisors licensed in the US, allowing us to manage your investments in your best interests, not ours, minimizing your tax exposure in both jurisdictions as well as risks relating to currency fluctuations.
We take a holistic approach, learning about your current situation, future plans and investment goals. We are expats ourselves, so we understand the peace of mind that comes from trusting your finances to experts so you can relax and enjoy the great adventure of living abroad.
Changing to an Expat Financial Advisor
Changing to an expat financial advisor is simple. Existing investments can be transferred to an expat-friendly brokerage account if necessary, typically without creating a taxable event.
The process has 4 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.