EXPAT FINANCIAL SOLUTIONS

Overview

Expat Financial Solutions is a small, independent RIA that provides financial planning, discretionary portfolio management for individuals and small businesses, and the selection of outside advisers. The firm operates primarily as a fee-based adviser, using a mix of percentage-of-AUM, hourly and fixed fees depending on the engagement. Its client base is described as individuals and families and some institutional work, and the firm acts as a capital allocator—meaning it builds portfolios using both in-house strategies and third-party managers or vehicles when appropriate. Investment activity centers on pooled public investment vehicles rather than extensive direct-security trading or proprietary products. The adviser is not identified as an active ESG investor and is not registered as a multi-state adviser. Services emphasize tailored planning and portfolio oversight, with the ability to bring in outside specialists or managers where the client mandate calls for it.

Assets & Accounts

Investments & Alternatives

Location & Offices