Liberty Atlantic Advisors
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.
- Company typePrivate
- Founded-
- HeadquartersAllen, Texas, United States
- Headcount1–10
- GTM typeB2C
- OfferingServices
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.
Liberty Atlantic Advisors firmographics
Firmographics- 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
Liberty Atlantic Advisors industry classification
Industry- 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
Where Liberty Atlantic Advisors is headquartered
LocationHeadquarters
- HQ city
- Allen, Texas
- HQ country
- United States
- HQ region
- North America
Offices1 record
Markets served
Liberty Atlantic Advisors business model
Business model- GTM type
- B2C
- Offering type
- Services
- Cost components
- Personnel, Operations, Marketing or Sales, Technology or R&D, Others
Revenue model
- 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.
- 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
| Model | Billing | Price |
|---|---|---|
| Freemium | Monthly | Complimentary introductory consultation |
Go-to-market motion3 records
Distribution channels1 record
Marketing channels6 records
Liberty Atlantic Advisors product offering
Product offeringCore 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.
Companies that use Liberty Atlantic Advisors
Customer profileNamed customers3 records
Segments3 records
Ideal customer profiles1 record
Liberty Atlantic Advisors technology and API
TechnologyAPI detail
- Has API
- No
- API docs
- API detail
Core technology
AI maturity
App detail
Feature1 record
Liberty Atlantic Advisors partnerships and signals
Strategic signalPartnerships
One partnership is on record.
- Rook CPAScoreU.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
Liberty Atlantic Advisors competitors and assessment
Company assessmentDirect 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
Liberty Atlantic Advisors social profiles
Digital presenceLiberty Atlantic Advisors financial estimates
Financial estimateRevenue estimate
Valuation estimate
Liberty Atlantic Advisors leadership team
Management profileNumber of profiles
Profiles11 records
Liberty Atlantic Advisors funding detail
Funding detailFunding overview
Funding rounds
Investors
Funding detail is available on the Subscription and Enterprise plan.Contact sales →
Liberty Atlantic Advisors M&A and investment
M&A and investmentM&A
Investments
M&A and investment is available on the Subscription and Enterprise plan.Contact sales →
Frequently asked questions about Liberty Atlantic Advisors
What does Liberty Atlantic Advisors do?
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.
Is Liberty Atlantic Advisors a public or private company?
Liberty Atlantic Advisors is a private company. It is classified as founder individual operated bootstrapped and is currently operating.
When was Liberty Atlantic Advisors founded?
Liberty Atlantic Advisors was founded in -1. It employs 1 to 10 people.
Where is Liberty Atlantic Advisors based?
Liberty Atlantic Advisors is headquartered in Allen, Texas, United States, in the North America region.
How does Liberty Atlantic Advisors make money?
Two revenue lines are on record. Holistic Financial Planning is the primary driver. The others are investment Management.
Who are Liberty Atlantic Advisors's main competitors?
Direct peers on record are AES International, Chase Buchanan, deVere Group, Blevins Franks and Blacktower Financial Management. Emerging players are Facet Wealth and XY Planning Network. Broad incumbents are Fisher Investments, Raymond James Financial Services and St. James' Place.
Does Liberty Atlantic Advisors have an API?
No public API is recorded for Liberty Atlantic Advisors.
What industry is Liberty Atlantic Advisors in?
Liberty Atlantic Advisors's product category is Cross-Border Financial Advisory. Its primary akta.pro industry code is FSAAABAD, Advisory Portfolio Management (Non-Discretionary), with a secondary code of FSABADAL, Private Banking Cross-Border & International Wealth Services. Its NAICS code is 523940 and its SIC code is 6282.