Be Discovered by Americans Moving Abroad & Living Overseas
Become part of a curated global network of cross-border professionals serving U.S. expats and globally mobile families.
No commissions. No referral fees. Expertise-first.
Member Benefits
You know your ideal clients.
We know how to get you in front of them.
An individual profile page in the Passport To Wealth® Directory, featuring highlights of your business and ways to book a meeting with you directly. Plus, space to highlight previous (and future!) Passport To Wealth® podcast episodes and content contributions.
Multi-Channel Visibility
Reach tens of thousands of Americans moving abroad year-round. Your expertise is amplified across our active content ecosystem dedicated to providing educational support for Americans planning to move abroad. Our ecosystem includes the Passport To Wealth® podcast, YouTube channel, Instagram, Facebook, website, and growing newsletter community.
Invaluable Search + AI Search Benefits
In addition to direct visibility, being part of an expat-specific directory enhances your firm's online presence in the eyes of search engines and AI tools. Descriptions of your expertise, links to your website and social media profiles, and features in high-traffic content help tie all the pieces together for these tools.
Article Contribution Opportunity
Each year, you’ll be invited to contribute one expert article, fully supported and optimized by our team, designed to elevate your authority, improve SEO, and connect your expertise directly with Americans planning a move abroad.
Our Standards: Trust is The Foundation
Independent & Objective
U.S. expats deserve advice free from hidden incentives. We do not support business models built on commissions, kickbacks, referral fees, or indirect compensation that may compromise objectivity. Our directory prioritizes professionals whose recommendations are driven by expertise, not product sales.
Trust and transparency
Clarity builds confidence. Fees, services, and scope should be clearly communicated and easy to understand. No hidden agendas. No confusing pricing structures. Just straightforward, honest business practices.
Expertise Over Products
We believe professionals should be compensated for their knowledge and experience, not for selling specific products or pushing predetermined solutions. U.S. expats navigating cross-border life need trusted advisors and specialists, not salespeople.
Client-First Commitment
Acting in a client’s best interest shouldn’t be optional or limited to one profession. Whether financial planner, tax advisor, attorney, or relocation consultant, every expert in our directory is expected to operate with integrity and put the client first.
Standards For Inclusion
To preserve the integrity of the Passport To Wealth® Expat Expert Directory, professionals must meet the following standards:
Demonstrated Cross-Border Expertise: Applicants must show meaningful experience serving U.S. citizens and their families living abroad or moving internationally. This includes demonstrated competency in navigating cross-border tax, legal, estate, relocation, or financial considerations between the United States and at least one additional country.
Operate Digitally & Globally: Members must possess the operational infrastructure to serve globally mobile clients securely and efficiently across time zones, including appropriate communication systems and document security protocols.
Maintain Transparency: Professionals must avoid transaction-based compensation, kickbacks, or referral arrangements that may compromise objectivity. We prioritize professionals whose guidance is rooted in expertise, not product sales.
Client-First Commitment: All professionals in the directory are expected to act in their clients’ best interests and uphold high ethical standards within their respective profession.
Professional Standing & Compliance: Professionals must hold and maintain the credentials, licenses, or certifications required in their jurisdiction and remain in good standing with relevant regulatory bodies (where applicable).
Pricing
Get Started with the Advisor Directory Today
Book a short call to get started.
Pricing is based on your profession and firm size, and memberships are month to month, or pay annually upfront and save. Every new member starts with a short membership call so we can confirm fit with the directory criteria, find the right plan, and answer your questions. Once you're approved, we'll send your payment link.
Relocation and cross-border professionals who want to be listed can sign up for a Trusted Professional listing directly below, with no call needed.
Frequently Asked Questions
What are the requirements to be listed on the Passport To Wealth® Advisor Directory?
Professionals must demonstrate meaningful cross-border expertise serving U.S. expats or globally mobile Americans. Members must operate with transparency, avoid compensation structures that create conflicts of interest, and uphold high ethical standards within their profession.
- For financial advisors specifically, this includes:
- No commissions, trailing fees, or transaction-based compensation
- No third-party referral compensation tied to implementation
- No product sales (insurance, annuities, etc.) where compensation is received
All members must clearly disclose pricing, services, and any potential conflicts of interest.
Can I cancel my membership?
Yes. Monthly memberships can be cancelled anytime, and your profile is removed at the end of the billing month. Annual memberships are paid upfront at a discount and are non-refundable if cancelled early.
What is the Passport To Wealth® Advisor Directory?
The Passport To Wealth® Expat Expert Directory is a curated, trusted network of cross-border professionals serving U.S. expats and Americans considering life abroad. It connects individuals with cross-border experts in international tax, financial planning, immigration, relocation, estate planning, real estate, and other cross-border specialties.
What if I don't meet the Advisor Directory criteria?
If an applicant does not meet our standards, they will not be approved for inclusion. If a member is later found to have misrepresented credentials, experience, or compensation structure, their membership will be terminated. In cases of material misrepresentation, fees paid are non-refundable.