Expats wishing to invest may find themselves stuck between conflicting investment rules of the US and the country where they live. They firms listed on this page can offer advice to expats wishing to invest.
White Lighthouse Investment Management provides fee-only investment management and financial planning services to individuals and families around the world, specializing in serving overseas Americans, especially those in Switzerland.
We provide expat tax and investment services throughout the world. We are a year-round tax and registered investment advisory firm specializing in meeting the needs of Americans living overseas.
Phil Hogan is a Canadian and US CPA working with clients throughout Canada and the US. Phil advises on cross border tax and financial planning matters. Phil can be reached at phil@philhogan.com or via telephone at 250-661-9417.