Creative Planning International

Creative Planning International provides leading U.S.-based investment and financial planning services to American expatriates and non-U.S. citizens living in more than 90 countries.

We're proud to be part of Creative Planning, an independent wealth advisory firm with more than $245 billion in combined assets under management and advisement as of 7/1/2023.

Our team of cross-border wealth managers and financial planners is uniquely qualified to manage the complex implications of U.S. citizenship-based taxation for Americans abroad.

We also work with non-U.S. citizen expats who face complicated tax regulation associated with cross-border investing. Youll benefit from our planning-led approach focused on helping you achieve your long-term financial goals even as you live and work across borders.