Investing as a US Expat
Even when most platforms say no
Investing as a US Expat
Even when most platforms say no
Your Partner in Expat Investments & Retirement Planning
Investment & Financial Strategy
For those looking to invest and save for their future.
Retirement Planning
Including retirement analysis, cash flow modeling, tax optimization, and management.
Avoid US Tax Traps
Management of US mutual or hedge funds and advice regarding Passive Foreign Corporation (PFIC) reporting exposure.
Job Relocation
Tailored financial strategies designed for your international career.
MyExpatTaxes joins forces with personal financial consultants with international expertise
One-stop shop for your US expat financial journey
How it works
A clear path to investing as a US expat
Investing abroad as a US citizen isn't straightforward, but it doesn't have to be overwhelming. We help you move forward with clarity.
Open the right investment account
We guide you to an account setup that works for US expats, even with foreign address. You will receive access to your model portfolio.
Invest without triggering tax pitfalls
We help you avoid common traps like PFIC exposure that can cause expensive filings and tax treatment.
Get ongoing guidance (optional)
Support can scale with you; stay self-managed, check in periodically, or delegate portfolio management.
Always informed
Once your investment setup is in place, support continues in a simple and practical way.
You will receive a quarterly MyExpatInvest newsletter with updates, insights, and reminders tailored specifically for US expats investing from abroad. Each edition is designed to help you stay informed as rules, markets, and common expat scenarios evolve.
The goal is to give you ongoing context and clarity without requiring constant involvement, so you can stay confident in your setup while focusing on life abroad.
Common US Expat Investing Problems - and how we solve them
US expats face unique restrictions. We built MyExpatInvest to address them directly.
'I can't open an investment account because I live abroad.'
Many brokers reject US citizens with foreign addresses, leaving expats stuck in cash or unusable platforms.
How we solve it: We guide you to account options that accept US expats and set them up correctly.
'I am afraid of PFICs and unexpected tax consequences.'
Foreign funds can trigger PFIC reporting and tax pitfalls. And it adds up fast.
How we solve it: We keep you PFIC-aware and help you choose structures that reduce unnecessary tax pain.
'I don't know what applies to me and what doesn't.'
Online advice is US-centric or country specific. Expats need guidance that accounts for both realities.
How we solve it: We specialize in US expat investing, and we turn confusion into a clear action plan.
'I don't want to waste time on sales calls.'
Many expats book calls just to learn if investing is possible only to find out later that it's not a fit.
How we solve it: Clear guidance and transparent next steps so conversations happen when there's real intent.
A Network of True Expertise
Specialists in financial strategies for US expats, helping them navigate global finances.
30 years of experience
A 30-year history of providing financial guidance and education to American citizens abroad, corporate employees, and union members in the US.
50+ countries worldwide
Crafting financial strategies across the globe, with advisors helping clients in 50+ countries.
Financial Educators
We've partnered with one of the largest financial educators for public service organizations in the US.
Frequently Asked Questions
Here are the most common questions about MyExpatInvest, let us know if you have more
Get in touch with us.
We're happy to hear from you!
Our Customer Service Hours are 9:00 - 17:00 (CET). Please allow up to two business days for a reply.