Liberty Atlantic Advisors

What Liberty Atlantic Advisors does

Liberty Atlantic Advisors is a U.S.-registered fiduciary wealth management and investment advisory firm specializing in cross-border financial planning for U.S. expats, green card holders, and internationally connected individuals, with a particular focus on Americans living in five European countries: Italy, Spain, Portugal, France, and Malta. Its core offering integrates wealth management, customized investment management, tax optimization (including PFIC and FATCA compliance), portfolio management, retirement planning, and estate planning into a single holistic advisory practice delivered through recurring engagements. The firm is privately held and was formed when CEO Alex Ingrim and CIO Scott Evans (CFA, MBA, CFP) merged their independent practices, with the entire team comprising personal expats who live and work in the same countries they serve, supported by a roster of advisors credentialed at institutions such as Credit Suisse, Barclays Wealth, HSBC, St. James' Place, Cambridge Associates, and Silicon Valley Community Foundation.

The business runs a sales-led go-to-market motion that begins with a complimentary 30-minute introductory consultation, followed by bespoke advisory proposals and ongoing retainer relationships. Revenue is generated through recurring advisory fees on managed portfolios and ongoing planning engagements; pricing is quote-based and not publicly disclosed. Marketing is diversified across educational blog content, country-specific tax guides (France and Portugal), a quarterly newsletter, and earned-media placements in Kiplinger and the Seattle Times, supplemented by in-person and virtual events across European markets. Distribution is direct-to-client, with no intermediary channel partners aside from a complementary professional-services partnership with Rook CPAS for U.S. tax compliance support.

The firm is bootstrapped (no disclosed funding rounds, acquisitions, or institutional backing), headquartered in Allen, Texas for U.S. registration purposes, and operates with a distributed team across Europe; a registered office or specific incorporation jurisdiction is not disclosed. Technology consists of a cross-border planning methodology and standard advisor workflows rather than proprietary software, AI/ML capabilities, or consumer-facing applications. Ownership is concentrated with the founding partners, and the firm shows no public subsidiaries, patents, certifications, or regulatory actions.

Name

Liberty Atlantic Advisors

Legal name

Liberty Atlantic Advisors

Website

https://libertyatlantic.com

Company type

Private

Operating status

Operating

Headcount range

1–10 employees

Short description

Liberty Atlantic Advisors is a U.S.-registered fiduciary advisory firm providing cross-border wealth management, investment management, and tax planning for U.S. expats and green card holders living in Italy, Spain, Portugal, France, and Malta, delivered by a distributed team of expat advisors through recurring advisory engagements.

Ownership category

akta.pro rank

Product category

Cross-Border Financial Advisory

NAICS

Portfolio Management and Investment Advice (523940), Portfolio Management and Investment Advice (52394)

SIC

Investment Advice (6282)

akta.pro primary industry

Advisory Portfolio Management (Non-Discretionary) (FSAAABAD)

akta.pro secondary industry

Private Banking Cross-Border & International Wealth Services (FSABADAL)

Keywords

• Cross-border financial planning
• Expat wealth management
• U.S. tax advisory
• Investment management services
• Retirement planning Europe

Headquarters

HQ city

Allen, Texas

HQ country

United States

HQ region

North America

Offices1 record

Markets served

GTM type

B2C

Offering type

Services

Cost components

Personnel, Operations, Marketing or Sales, Technology or R&D, Others

Revenue model

1. Holistic Financial Planning: Ongoing fiduciary financial planning services for high-net-worth individuals and families, including wealth management, retirement planning, and estate planning. Revenue generated through recurring advisory fees.
2. Investment Management: Customized investment management for U.S. citizens and green card holders living in Europe. Tax-efficient investing in line with overall financial plans and U.S. tax obligations.

Pricing tiers

Go-to-market motion3 records

Distribution channels1 record

Marketing channels6 records

Core offering

Liberty Atlantic Advisors provides fee-based cross-border financial advisory services to U.S. citizens and green card holders living in Europe. Its core offering includes wealth management, investment management, cross-border financial planning, tax optimization, portfolio management, and retirement planning, with a complimentary 30-minute introductory consultation used to engage prospective clients.

Product overview

Liberty Atlantic Advisors offers a unified financial advisory service for U.S. expats living in or moving to Europe. The company's core offering is a holistic cross-border financial planning service that integrates Wealth Management, Investment Management, Tax Optimization, Portfolio Management, and Retirement Planning into a cohesive advisory practice. All services are delivered through their team of U.S. expat financial advisors with firsthand experience living abroad. The company specializes in five European countries (Italy, Spain, Portugal, France, and Malta) and provides educational resources including blog articles and tax guides. A complimentary 30-minute introductory call is offered as the entry point to their services.

Differentiator

Problem solved

Functional benefit

Products and services

• Wealth Management Comprehensive wealth management service for U.S. expats in Europe, integrating cross-border financial planning, investment management, and tax optimization within a single ongoing advisory relationship. Designed for U.S. citizens and green card holders living in Europe who require coordinated advice across U.S. and European jurisdictions.
• Investment Management Discretionary and advisory investment management service that constructs and manages portfolios for U.S. expats in Europe, taking into account PFIC, FATCA, and cross-border tax considerations when selecting investment vehicles. Targeted at clients of the firm's cross-border advisory practice.
• Cross-Border Financial Planning Specialist financial planning service that addresses the dual U.S. and European financial situation of U.S. expats living in Europe, covering topics such as PFIC/FATCA compliance, dual-jurisdiction retirement accounts, and cross-border tax planning. Built for U.S. citizens and green card holders residing in Europe.
• Tax Optimization Tax-focused advisory service helping U.S. expats in Europe reduce and manage their cross-border tax burden, with attention to PFIC and FATCA reporting, U.S./European tax treaty considerations, and coordinated planning across jurisdictions. Intended for individual U.S. expat clients of the firm.
• Portfolio Management Ongoing portfolio management service that designs, implements, and rebalances investment portfolios aligned with cross-border tax and regulatory constraints. Aimed at U.S. expat clients of Liberty Atlantic Advisors who need portfolios structured for dual-jurisdiction compliance.
• Retirement Planning Retirement planning service tailored to U.S. expats in Europe, covering U.S. retirement accounts (e.g., IRAs, 401(k)s) alongside European pension and savings structures, and addressing cross-border tax and compliance considerations. Designed for individuals planning retirement while living abroad.
• Complimentary 30-Minute Consultation A free 30-minute introductory consultation offered to prospective clients as the entry point into Liberty Atlantic Advisors' advisory services, used to assess fit and discuss cross-border financial planning needs. Targeted at prospective U.S. expat clients in Europe.

Named customers3 records

Segments3 records

Ideal customer profiles1 record

API detail

Has API

No

API docs

API detail

Core technology

AI maturity

App detail

Feature1 record

Partnerships

One partnership is on record.

• Rook CPAScoreImplementation/ SI/ Consulting PartnerU.S. tax partner providing detailed articles on Portuguese tax regimes including IFICI. Provides moving abroad service tailored for U.S. business owners. Serves as a complementary professional service for clients needing U.S. tax expertise alongside cross-border financial planning.

Scale indicators3 records

Recent moves7 records

Expansion highlights5 records

Direct peers

• AES International: AES International is a cross-border financial advisory firm focused on UK and U.S. expats living abroad. It delivers tailored financial planning, investment management, and tax advice across Europe, making it a direct competitor in the same niche and customer segment as Liberty Atlantic.
• Chase Buchanan: Chase Buchanan is an international financial advisory firm that provides cross-border wealth management and tax planning for expats in Europe. The firm's COO (Xandra Pendergrass) previously worked at Chase Buchanan USA, indicating direct overlap in clientele and service approach with Liberty Atlantic.
• deVere Group: deVere Group is a global independent financial advisory firm specializing in cross-border wealth management for expats and internationally mobile clients. The firm offers investment, retirement, and tax planning across multiple European countries, directly competing with Liberty Atlantic for cross-border expat clients.
• Blevins Franks: Blevins Franks is one of the largest cross-border financial advisory firms serving U.S. expats and other international clients in Europe. It directly competes with Liberty Atlantic in Portugal, Spain, France, Italy, and Malta, offering wealth management, investment management, and tax planning with an on-the-ground expatriate advisor presence.
• Blacktower Financial Management: Blacktower Financial Management is a Europe-based wealth advisory firm serving expatriates and international clients with retirement, investment, and tax planning services. It competes directly with Liberty Atlantic in Portugal, Spain, and other Southern European markets.

Emerging players

• Facet Wealth: Facet Wealth is a digital-first financial planning firm providing flat-fee planning and investment management to mass-affluent and HNW clients. It represents an emerging, tech-enabled model that could increasingly compete for younger U.S. expat clients comfortable with remote advisory relationships.
• XY Planning Network: XY Planning Network is a network of fee-only financial advisors serving younger and mass-affluent clients with virtual planning services. While it does not specialize in cross-border expat planning, its fee-only, remote-first model could attract some U.S. expat clients seeking lower-cost alternatives.

Broad incumbents

• Fisher Investments: Fisher Investments is a large, U.S.-headquartered investment management firm serving high-net-worth individuals globally. While it does not specialize in cross-border tax planning for European expats, it competes for the same HNW client wallet share with discretionary investment management offerings.
• Raymond James Financial Services: Raymond James is a major diversified financial services firm offering wealth management, investment management, and retirement planning through a large advisor network. It represents a broader incumbent that HNW expats might consider as an alternative to specialized cross-border firms.
• St. James' Place: St. James' Place is a large UK-based wealth management network where Liberty Atlantic's paraplanner previously worked. While it primarily serves UK residents, its size, brand, and advisor network make it a potential broader incumbent competitor for cross-border expat clients.

Market position

Strengths5 records

Weaknesses5 records

Competitive moat3 records

Key risks6 records

Key highlights7 records

Customer concentration

• LinkedInlinkedin.com/company/liberty-atlantic-advisors

Revenue estimate

Valuation estimate

Number of profiles

Profiles11 records

Funding overview

Funding rounds

Investors

Funding detail is available on the Subscription and Enterprise plan.Contact sales →

M&A

Investments

M&A and investment is available on the Subscription and Enterprise plan.Contact sales →

Frequently asked questions about Liberty Atlantic Advisors