EuroAmerican Financial Advisors

EuroAmerican Financial Advisors EuroAmerican Financial Advisors is licensed in Spain and the United States to provide investment advice. We specialize in US expat financial issues.

Americans living in Europe
At EuroAmerican Financial Advisors, we offer a new comprehensive solution for the financial needs of Americans living in Europe. We specialize in providing investment advice and financial planning services. The financial issues faced by American expatriates represent a unique set of variables, many things will be quite different from the considerations for Americans living within the United States.

Moving to   comes with plenty of opportunities, but it also introduces a new set of financial planning questions for Ame...
20/06/2026

Moving to comes with plenty of opportunities, but it also introduces a new set of financial planning questions for Americans.

How will your investments be taxed? What happens to your retirement accounts? Are there reporting requirements you need to know about? What should you consider before becoming a Swedish tax resident?

Our guide for Americans moving to Sweden breaks down the key issues that can affect your long-term finances, helping you avoid unexpected issues and make more informed decisions before and after your move.

Whether you're planning a relocation, already living in Sweden, or considering a return to the US in the future, this guide is a useful starting point.

Download your guide to moving to Sweden here: https://eurousafa.com/financial-planning-investing-americans-moving-sweden-guide/

If you’re an American thinking about working remotely, traveling, and living abroad, you have a golden opportunity to ex...
15/06/2026

If you’re an American thinking about working remotely, traveling, and living abroad, you have a golden opportunity to explore the world while saving and investing, as more and more countries in Europe are offering digital nomad visas.

If you’re an American planning to work remotely in Europe in 2026, several European countries now offer Digital Nomad visas.

For Americans living in or moving to France, investing internationally can become far more complicated than many people ...
12/06/2026

For Americans living in or moving to France, investing internationally can become far more complicated than many people expect. Differences between the US and French financial systems, tax rules, and reporting requirements can create unique challenges — and understanding them is an important part of long-term financial planning abroad.

Join Shane Clark, President, next week at the Relocate to France Virtual Summit and find out more.



https://relocatetofrancesummit.com/investing-for-americans-in-france/

EAFA President Shane Clark writes in Forbes about the issues and options for American   thinking about investing oversea...
08/06/2026

EAFA President Shane Clark writes in Forbes about the issues and options for American thinking about investing overseas.



The question is not just whether to invest abroad, but how to do it without creating compliance or tax frictions.

What exactly does EuroAmerican Financial Advisors do?Moving to Europe as an American comes with financial challenges, fr...
05/06/2026

What exactly does EuroAmerican Financial Advisors do?

Moving to Europe as an American comes with financial challenges, from cross-border taxation and investment restrictions to retirement planning, estate considerations, and currency risk.

EuroAmerican Financial Advisors (https://eurousafa.com/) specializes in helping US citizens living in or moving to Europe not just stay compliant and optimized, but thrive in their international life.

Founded by US expats for US expats, EAFA provides personalized financial planning and investment advisory services tailored specifically for Americans abroad. Licensed and credentialled to provide investment advice in both the US and the EU, heir team provides cross-border expertise to help US citizens build tax-efficient investment strategies, optimize retirement plans, manage cross-border portfolios, and stay compliant with both US and European regulations.

EAFA serves clients across the EU. Whether you’re relocating overseas, retiring in Europe, or already living abroad, our advisors understand the financial realities US expats face, because we live them too.

EAFA services include:

• US expat financial planning
• Cross-border investment strategies
• Retirement planning for Americans in Europe
• Tax-efficient investing abroad
• Estate and wealth planning for expats
• Managing currency and international financial risk

Learn more or schedule a consultation at https://eurousafa.com/



https://www.youtube.com/watch?v=S62IQIjl2n4

Moving to Europe as an American comes with financial challenges, fr...

One of the most common questions we hear from Americans moving or living abroad is: what should I do about my US retirem...
01/06/2026

One of the most common questions we hear from Americans moving or living abroad is: what should I do about my US retirement accounts. Expats who work abroad also often consider contributing to local retirement accounts. All these decisions should be considered in the context of your overall retirement and financial plans, which of course change once you become a cross border American.

While you are still able to contribute to US retirement plans from abroad, you should take into consideration currency exchange losses, local tax treatment of US retirement plans, and your long term intentions, such as when and where you eventually plan to retire.

We explore these issues in a new article.

One of the most common questions we hear from Americans moving or living abroad is: what should I do about my US retirement accounts.

There are lots of articles about where Americans are or should move to, but this one is based on research from our frien...
29/05/2026

There are lots of articles about where Americans are or should move to, but this one is based on research from our friends at Global Citizen Solutions.

Also check out and download our country specific guides to moving abroad to Europe here - https://eurousafa.com/country-guides-americans-moving-to-europe/



https://www.forbes.com/sites/jimdobson/2026/05/24/how-to-move-out-of-america-in-2026-10-best-countries-for-the-great-escape/

A new report ranks the best countries for Americans who want their savings to go further and their quality of life to go up.

When looking to invest, Americans living in Europe often consider EU-domiciled ETFs. This is often because their local b...
25/05/2026

When looking to invest, Americans living in Europe often consider EU-domiciled ETFs. This is often because their local bank or advisor recommends them. They’re local, denominated in Euros (which expats often earn and definitely spend in), are widely available, easily available, and it seems intuitive to align your investments with your geography.

However for Americans, who are still subject to US tax and reporting rules, the combination of US regulations and tax treatment makes investing in EU ETFs a more complicated proposition than it first appears, and it’s wise to pause and seek advice from a cross-border financial advisor before going ahead.

For Americans, the combination of US regulation and tax treatment makes investing in EU ETFs more complicated than it first appears.

Why do so many Americans decide to retire in Portugal?To start with, the cost of living is more affordable than many par...
18/05/2026

Why do so many Americans decide to retire in Portugal?

To start with, the cost of living is more affordable than many parts of the US, there’s a strong healthcare system, and retirees enjoy the relaxed lifestyle.

If you’re also looking to retire in Portugal though, here are a few more things you should know:

First, obtaining legal residency is the most important step. For many retirees, the D7 vis is the best option. It’s perfect for people with passive income (pensions, Social Security, or investments) and has a relatively low minimum income requirement.

Another factor is taxes. After you move, both the US and Portugal require you to report your global income. While there’s a tax treaty that allows Americans to claim Foreign Tax Credits and avoid being taxed twice on the same income, you’ll still need to file returns in both countries.

Investing and financial planning change, too, so if Portugal is on your retirement wish list, we've put together a resource that walks through the key steps and planning considerations.

Download our Guide for Americans Retiring in Portugal in 2026

Americans moving to Portugal are faced with multiple financial planning and investing challenges. Download our free guide, or seek advice.

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Plaza De Villasis, 2
Seville

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