Retired Military or NGO Personnel Moving Abroad?
Get Expert Financial Guidance from Advisors Who Understand Americans Abroad.
Discover how to optimize your investments, retirement, and taxes as you transition to Europe.
Secure your financial future, wherever life takes you
You’ve served with honor, dedication, and courage. Now it’s time for a new adventure, it’s important to make your money work hard for you. Our specialized financial planning and investment services are designed exclusively for former US military personnel, government contractors, and NGO professionals transitioning to life abroad.
Living overseas brings opportunity, but also financial complexity. When moving to the EU as a US citizen, your financial situation changes. Some of the issues you might face include investing while subject to two tax systems, maintaining US bank and brokerage accounts, currency considerations, and cross-border financial and estate planning.
Planning ahead makes for a smooth transition, avoiding unwanted surprises and saving you money. From managing US retirement accounts and tax obligations to building international investment portfolios and ensuring you and your family’s long-term financial security, our team understands the unique challenges you face. We provide personalized, compliant, and tax-efficient strategies tailored to your new live overseas.
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.
Whether you’re seeking to grow your wealth internationally, protect your assets, or secure a stable retirement, we bridge the gap between US financial systems and your new home abroad. Our advisors have decades of experience in expat financial planning, and we make cross-border wealth management seamless, transparent, and stress-free.
Your mission continues, but this time, it’s about protecting your future. Plan confidently. Invest globally. Live freely.
At EuroAmerican Financial Advisors, we are US expats in Europe ourselves, and we know what questions you need to ask and how to optimize your finances as an American abroad.
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.
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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