Wealth Management for Individuals with Cross-Border US and EU Interests
About EuroAmerican Financial Advisors USA
EuroAmerican Financial Advisors (EAFA) USA is a US Registered Investment Adviser serving individuals with financial interests that span the United States and Europe. Whether you are preparing to relocate, returning to the US, investing across borders, or building a long-term international financial plan, we provide advice designed for the unique challenges of cross-border living.
Cross-border wealth management requires more than traditional investment advice. Tax systems, investment regulations, retirement planning and estate considerations often cross multiple jurisdictions, making specialist advice essential.
EAFA USA was established to provide regulated investment advice to Americans and others with US and EU interests while working closely with our European sister company to support clients throughout every stage of their international journey.
Our focus is helping clients make confident financial decisions before, during and after international moves.
Our Services
We provide advice in areas including:
- Financial planning before relocating to the USA
- Investment management for internationally mobile families
- Cross-border retirement planning
- Access to European investment opportunities
- Planning for Americans returning to the United States
- Wealth management for individuals who have cross-border US/EU interests
Every recommendation is tailored to your individual circumstances, goals and regulatory requirements.
Why Choose EAFA USA?
Our advisers understand both the US and EU financial systems and the practical realities of living internationally.
Rather than treating cross-border issues as unusual situations, they are at the centre of everything we do. We work with clients whose lives span multiple countries, currencies and tax systems, helping them build financial strategies that remain effective wherever life takes them.
Part of an International Advisory Group
EAFA USA works alongside EuroAmerican Financial Advisors, our European sister company, which provides investment advice and financial planning services for Americans living in Europe.
If you are moving to or already a resident in Europe, or would like to learn more about financial planning and investment management for US citizens living overseas, please visit our European website at eurousafa.com
Together, our firms provide seamless support for internationally mobile individuals while ensuring clients are advised through the appropriate regulated entity.
Schedule a Consultation
If your financial life extends beyond one country, we’d be pleased to discuss your circumstances and explain how EAFA USA may be able to help.
Whether you are preparing for an international move, investing across borders or planning for retirement, our team can help you better manage the opportunities and complexities of international financial planning.