Unfortunately, the growth we've experienced means that we don't have the capacity to serve every prospective client that seeks our services. However, we've partnered with two financial advisors who are taking on new clients and have expertise in the issues affecting Australian/American expatriates.
Ryan and Kim are both fee-only Global Financial Planner charter holders. Both are fee-only fiduciaries.
Please reach out to one or both of them as you see fit:
1) Ryan Firth CPA/PFS GFP (USA)
Mercer Street
(346) 704-4690
ryan@mercerst.com
www.mercerst.com
Fee Method: Hourly, assets under management.
Offers Financial Planning and Investment Management
2) Kim Hall, PhD, CFP® GFP (USA)
Clarity Wealth Development
262 NW Polk AveCorvallis, OR 97330
(541) 753-1898
kim@claritywealthdevelopment.com
www.claritywealthdevelopment.com
Fee Method: Project based, retainer, assets under management.
Offers Financial Planning and Investment Management
You may also consider:
Financial Planners in Australia with Expertise in US Matters
- Apt Wealth Partners John Versace in Melbourne
johnv@aptwealth.com.au
Fee-only Personal Financial Advisor Search Tools
-
XY Planning Network
-
National Association of Personal Financial Advisors (NAPFA.org)- Garrett Planning Network (planners offering hourly services)
Online Resources
Arete Wealth Strategists Australia YouTube Channel
We hope these resources help make your search for the right financial advice, a little easier.
Best wishes,
Ashley
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