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.
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  • April 8, 2025
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    • The Dreidel
    The Dreidel – April 2025 Edition
    Dear fellow practitioners, CPAs, attorneys, and other professionals, Welcome to the sixteenth edition of our “Dreidel” newsletter about planning and investment issues of US citizens living overseas. This month, Mike Reed talks about about the current state of the US markets, and places this in a longer-term context. The US stock market has had a…
  • February 28, 2025
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    • The Dreidel
    The Dreidel – March 2025 Edition
    Dear fellow practitioners, CPAs, attorneys, and other professionals, Welcome to the fifteenth edition of our “Dreidel” newsletter about planning and investment issues of US citizens living overseas. This month, Mike Reed talks about all about the repeal of the Windfall Elimination Provision (WEP), and how it that could benefit retirees. Late last year, Congress passed…
  • January 20, 2025
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    • Moving to Israel
    What to Prioritize Financially When Moving to Israel 
    Moving to a new country can be overwhelming, with many items to take care of –  even more so when moving to Israel from the US.  Before we get started, we’ve written these blogs about moving to and living in Israel which you may enjoy. What to do when you get kicked out of your US…