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 $345 billion in combined assets under management and advisement.* 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. You’ll benefit from our comprehensive, planning-led approach focused on helping you achieve your long-term financial goals even as you live and work across borders. Why not give your wealth a second look? Your Team Awaits.*In combined assets under management or advisement by Creative Planning and its affiliates as of September 30, 2024.