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.
Book Now

Check Out Our Articles

Keep up with our latest thoughts, updates, tips and case studies on expat finances.
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    January 5, 2026
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    • Articles
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    • Expats
    What To Do When You Get Kicked Out of Your US Brokerage Account – 2026 Update
    Let’s face it, no one likes being kicked out of the club or the popular group. Whether it was the cool kids’ lunch table or the popular country club, no one is a fan of being excluded. One area where this is happening more frequently in 2026 is for U.S. expats living abroad who are…
  • This blog talks about selling a home in Israel.
    February 10, 2026
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    • Articles
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    • Expats
    Living in Israel as an American Immigrant
    I’m a U.S. citizen and investment advisor who spent 23 years in New York building a business, Nardis Advisors, that’s still proudly headquartered there. But in 2016, I made the move back to Israel for deeply personal and family reasons. This article isn’t about urging you to pack up and move tomorrow. It’s simply a…
  • November 7, 2025
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    • Articles
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    • Expats
    Heading Into 2026: How the Strengthening Shekel Is Reshaping Life for American Olim
    The cost of living in Israel has always been a key concern for American Olim. And as we move closer to 2026, many are feeling the effects of a major financial shift, one that could impact your daily spending, retirement planning, and overall financial wellbeing. Unlike the favorable trends of 2023, where the dollar was…