Carefully Vetted Professionals
Every advisor featured on Passport to Wealth™ is reviewed for international expertise, professional transparency, and real-world experience supporting Americans across borders. We assess cross-border training, regulatory standing, service models, and—most importantly—whether an advisor’s expertise matches the practical challenges U.S. citizens face when living or working abroad.
Education Comes First
Americans moving overseas are often left to navigate complex tax, financial, and immigration rules on their own. Passport to Wealth™ prioritizes clarity and shared learning by elevating advisors who can explain international issues in a clear, human way. We feature professionals who go beyond selling services and show a genuine commitment to educating and empowering the expat community.
Aligned With Fiduciary Principles
We highlight advisors who put your interests first, including fee-only, hourly, and project-based professionals. Cross-border planning carries high stakes, and conflicts of interest aren’t always obvious. Our goal is to make it easier to identify advisors who operate with transparency, independence, and client-first values. Learn more about the fiduciary standard.
Designed for Americans Living Globally
Passport to Wealth™ was built specifically for U.S. citizens living abroad—people whose financial lives are shaped not only by their country of residence, but also by ongoing U.S. tax and reporting obligations. Our curated directory connects you with advisors who understand the realities of FATCA, PFICs, tax residency, foreign pensions, cross-border investing, remote work taxation, and more.