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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  • April 15, 2026
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    • Articles
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    • Expats
    Kicked Out of Your US Brokerage Account? Here’s What You Can Do:
    Can I continue to hold my US brokerage and retirement accounts once I leave the US to move overseas ?  The good news is that in principle, not only can you keep your US brokerage account with a US bank or custodian, but in most circumstances it makes sense to do so, especially in the…
  • April 16, 2026
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    • Articles
    • |
    • Expats
    13 Social Security Facts For 2026
    In the spirit if the penultimate song in the Passover Haggadah, here is a fresh look at some key aspects of Social Security for US expats living in Israel. But first, if you’re new to life in Israel, check out our other helpful reads on moving abroad, cross-border finances, and tax-smart planning for expats: What…
  • April 17, 2026
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    • Case Studies
    • |
    • Expats
    Discovering the Retirement Account of a Deceased Spouse
    We welcomed a new client who had moved back to Israel from the US after the passing of her husband. Morgan Stanley could no longer hold her Individual Retirement Account (IRA). We transferred this to Pershing, our primary custodian and began to manage the account. The couple had worked for over ten years in the…