How We Help Americans Abroad

Discover how Nardis Advisors supports U.S. expatriates with personalized financial strategies for life abroad.
What Makes Us Different? We provide solutions for the financial issues typically faced by Americans living and working abroad.
  • We assist US expats with all aspects of wealth management.
  • We provide general guidance regarding your banking matters, as cross-border transactions may be complex.
  • We understand that a change of location may bring lifestyle changes and you may have questions.
  • We assist clients with currency management and foreign exchange.
  • We are knowledgeable about US persons retiring abroad and financial strategies to achieve this.

Our Values

1

Trustworthiness

We make decisions purely based on our clients’ best interests, never pursuing ancillary incentives.
2

Flexibility

We stay on top of changing market conditions, and we are not afraid to change course when a new strategy better serves your goals.
3

Care

We treat our clients in a highly personalized manner, catering to individual visions, goals, time frames, and sensitivities. We believe that this boutique feel is our competitive edge over other advisory firms, which often ignore individual needs in favor of institutional interests.
4

Comprehensiveness

Nardis understands that a wide variety of life factors impact your financial strategy. We are therefore willing to extend our well-rooted network of legal, insurance, and accounting professionals to ensure that your financial needs are met.

Complimentary Initial Assessment

In this preliminary call, chat with one of our financial experts to determine which of our services best suit your unique needs.
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Check Out Our Articles

Keep up with our latest thoughts, updates, tips and case studies on expat finances.
  • June 12, 2025
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    • Articles
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    • Expats
    Navigating the Israeli Bankings System for Expats
    With Elton Mwangi For many Americans moving to Israel, opening a bank account is one of the first moments of financial culture shock. In the U.S., checking accounts are often free, so long as you maintain a minimum balance. In Israel, however, monthly maintenance fees are standard, and the system includes features that don’t exist…
  • April 28, 2025
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    • Articles
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    • Expats
    • |
    • Market Insights
    Trump Tariffs: How will they affect U.S. Expats in Israel?
    With Elton Mwangi If you’ve been reading the news lately, you will most certainly know that the Trump administration’s stance on tariffs has plunged the global economy into a new era of uncertainty. But what may that mean for you as a US expat? Before we get started, we’ve written these blogs about moving to…
  • This image depicts a beautiful scene of Israel, a place that many who are retiring in Israel or who visit Israel may wish to behold.
    October 29, 2021
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    • Moving to Israel
    5 tips for US expats Retiring in Israel
    Retiring in Israel brings with it a host of questions. In this blog we will discuss the major concepts you may need to become familiar with if you are a US expat looking to retire in Israel.But first, make sure you download our checklist of what to know if you are relocating to Israel. https://www.youtube.com/watch?v=-RqHE89TJZc Resources for your…