Advisors Scaling Their Business
High-Quality Leads Delivered
Global Reach & U.S. Market Expansion
Financial Services
We help financial advisors scale, attract clients, and grow AUM in the U.S. expat market.
Work with high-value international and U.S.-connected clients seeking expert financial guidance.
Navigate cross-border regulations, tax planning, and client acquisition with confidence.
We provide proven business development strategies, referrals, and hands-on support to grow your practice.
At Expat Wealth Partners, we believe that financial advisors should have access to the right tools, strategies, and resources to succeed in the cross-border and international wealth sector.
We envision a future where advisors are equipped with the knowledge, compliance support, and business development expertise to confidently serve U.S. expats, foreign investors, and globally mobile clients.
By bridging the gap between regulatory complexities and business growth, we help advisors turn challenges into opportunities and scale their AUM with confidence.
At Expat Wealth Partners, we provide more than just support—we equip advisors with the tools, expertise, and market access needed to scale their business in the U.S. expat and international wealth market.
Tap into the growing demand from U.S. expats, foreign investors, and internationally connected clients.
Position your firm for long-term success with proven strategies and referral opportunities.
Stay ahead in complex cross-border regulations and serve clients with confidence.
Helping Advisors Build Scalable & Profitable Cross-Border Practices
Managing Partner
30+ years of global experience in financial services, entrepreneurship, and leadership.
Managing Partner
25+ years in financial services, specializing in business development and advisor growth.
Financial Advisor
With 40+ years of experience, Marty Jensen is a global expert in fiduciary strategy and estate planning.
IT Manager
Rashid is an accomplished IT manager and creative technologist with over 18 years of experience delivering IT solutions, design and support.
At Expat Wealth Partners, we provide the expertise, tools, and connections to help advisors scale, attract high-value international clients, and grow AUM in the U.S. expat market. Whether you need business development, lead generation, or compliance support, we’re here to help.
📞 Let’s discuss how we can accelerate your growth.
Expat Wealth Partners (EWP) is a strategic partner for financial advisors looking to expand their business in the U.S. expat and cross-border market.
We provide expert training, regulatory guidance, and lead generation support to help advisors scale AUM and access U.S. assets.
Address: Austin, TX, USA
Email:
connect@expatwealthpartners.com
Investment advisory services offered in the US through Beacon Global Advisor Network, LLC.
Expat Wealth Partners is neither an affiliate or subsidiary of Beacon Global Advisor Network, LLC.
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