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While technology is making it increasingly easy to stay in touch with loved ones back home, staying connected to “traditional American life” is increasingly difficult. Moreover, those back in the states find it difficult to understand the lifestyle or the complexity that comes with living and working overseas.

The separation from family and familiarity are only a few of the challenges you face. The reality is that when trying to open investment accounts with US institutions, the challenges extrapolate. Increasing tax and money laundering laws combined with the near impossibility of opening investment accounts from overseas makes being able to invest your hard earned dollars problematic.

Living and working abroad can be a very exciting time in your life. It can, as well, come with may challenges. Some of these obstacles are learned and can be overcome with time, such as language barrier, the cultural customs, or the local rules and regulations. And some can be more daunting, such as investing your hard-earned dollars back home in the states due to U.S. laws and regulations like the Patriot Act. Thankfully, with over 40 years of experience, we’ve been able to build tenured relationships with stateside custodians, allowing us to open accounts for U.S. citizens living and working abroad.


Because of our back to back years of recognition by the Barron’s Top 100 Independent Financial Advisors list, we’ve had the pleasure of employing a team of international experts that have been helping expatriates overseas for over 40 years.

Your worldwide location presents its own set of unique circumstances; select your location to learn about the service most appropriate for your situation.

These challenges are not new to Reilly Financial Advisors. We understand these unique issues, and our team of experts has been dealing with them since 1975. Many advisors will tell you that they can work with expats, but the truth is that nobody specializes in expat clients quite like Reilly Financial Advisors does. Our experience, education, and size allows us to be able to offer you the breadth of services required to help successfully navigate retirement.

Our comprehensive approach to wealth management is critical to helping expat clients understand how their unique living situation aligns with their goals for retirement.

Why RFA?

This integrated solution to wealth management services is provided to our clients for one flat fee, with no commissions, and Reilly Financial Advisors acts in a Fiduciary Standard, putting the best interest of our clients before that of our own.

From preparing clients for retirement to providing Cost of Living data annually, our breadth of knowledge and unique experiences of living overseas ourselves allow us to deeply understand our clients and become the trusted financial partner for the long-term.

Our expat history