How to Choose a Cross-Border Financial Advisor
Submitted by Creveling & Creveling Private Wealth Advisory on June 8th, 2021By Peggy Creveling, CFA, and Chad Creveling, CFA
Choosing a cross-border or offshore financial advisor carefully is as important as choosing a doctor or lawyer. You'll want to find someone who is competent and trustworthy and who works in your best interest. To help you find the financial advisor who may be right for you (as well as to protect you from those who could do harm), we've put together some characteristics to look for in choosing a cross-border financial planner.