Liberty Atlantic Advisors

What Liberty Atlantic Advisors does

Liberty Atlantic Advisors is a U.S.-registered investment adviser (SEC Reg #327738) that delivers cross-border financial planning and wealth management services to American expatriates living in Europe. Founded in 2025 through the merger of the separate advisory practices of Alex Ingrim and Scott Evans, the firm is headquartered in Olympia, Washington, while serving clients in five European jurisdictions — Italy, Spain, Portugal, France, and Malta. The founders and team are themselves U.S. expats living in those countries, giving the firm an experiential credibility advantage in the niche.

The firm's core offerings span investment management, retirement planning, tax optimization, and integrated cross-border financial planning, with specialized expertise in U.S. expat regulatory regimes including PFIC compliance, FATCA reporting, and bilateral double-taxation treaty optimization. U.S. tax preparation is delivered through a partnership with Rook CPAs, and legal coverage was extended in 2025 with the addition of cross-border U.S. attorney David Cantor. The team totals approximately eleven professionals. The firm also publishes country-specific tax and financial-planning guides as educational content to support client acquisition in each served jurisdiction.

Liberty Atlantic earns revenue through a recurring fee model combining subscription-style financial-planning retainers with asset-based investment-management fees. It has no proprietary technology platform; it is a human-advisory services firm whose value proposition rests on specialized regulatory knowledge and the founders' combined roughly thirty years of cross-border experience. The target customer base is high-net-worth and mass-affluent American expatriates — a population with complex cross-border needs that mainstream U.S. RIAs and European-local advisors typically underserve.

Name

Liberty Atlantic Advisors

Legal name

Liberty Atlantic Advisors

Website

https://libertyatlantic.com

Company type

Private

Founded year

2025

Operating status

Operating

Headcount range

1–10 employees

Short description

Liberty Atlantic Advisors is a U.S.-registered financial advisory firm (SEC Reg #327738) that provides cross-border wealth management, investment, tax, and retirement planning to American expatriates living in Italy, Spain, Portugal, France, and Malta. Founded in 2025 by Alex Ingrim and Scott Evans.

Ownership category

akta.pro rank

Product category

Cross-Border Wealth Management

NAICS

Portfolio Management and Investment Advice (523940)

SIC

Investment Advice (6282)

akta.pro primary industry

Specialized/Niche-Vertical RIAs (e.g., Medical, Tech, Executives, Athletes) (FSAAACAL)

akta.pro secondary industry

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

Keywords

• Cross-border financial planning
• Expat wealth management
• Investment management
• Tax optimization
• Retirement planning

Headquarters

HQ city

Olympia

HQ country

United States

HQ region

North America

Markets served

GTM type

B2C

Offering type

Services

Cost components

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

Revenue model

1. Financial Planning and Advisory Fees: Holistic financial planning services for high-net-worth individuals and families, including investment management, retirement planning, and tax optimization for U.S. expats living in Europe.
2. Investment Management Services: Customized investment management for cross-border portfolios, maintaining U.S.-custodied accounts for tax efficiency and compliance with IRS regulations.

Pricing tiers

Go-to-market motion3 records

Distribution channels2 records

Marketing channels5 records

Core offering

Liberty Atlantic Advisors is a U.S.-registered investment advisory firm providing personalized, holistic cross-border financial planning, investment management, and tax optimization services for American expatriates, green card holders, and internationally connected individuals living in Europe. The firm integrates wealth management, retirement planning, and portfolio management into cohesive advisory engagements covering U.S. and country-of-residence tax regimes, FATCA and PFIC compliance, and multi-jurisdictional estate planning. Services are delivered remotely by fiduciary advisors who are themselves expats living in the same European countries they serve.

Product overview

Liberty Atlantic Advisors offers a unified financial advisory service for U.S. expats in Europe, centered on cross-border financial planning. The core offering combines Wealth Management, Investment Management, Tax Optimization, Retirement Planning, and Portfolio Management as integrated service modules. The company also provides complementary educational content through Tax Guides for specific countries (Italy, France, Portugal) and a blog with educational articles on expat financial topics. All services are delivered by a team of advisors with firsthand expat experience.

Differentiator

Problem solved

Functional benefit

Products and services

• Wealth Management Holistic wealth management for American expats that aligns investments, taxes, and estate plans to work cohesively across U.S. and country-of-residence jurisdictions.
• Investment Management Customized financial plans and cross-border investment management helping American expats invest in a tax-efficient manner while remaining compliant with U.S. and host-country regulations.
• Tax Optimization Custom tax planning and optimization covering PFIC and FATCA compliance, net investment income tax assessment, and foreign wealth tax risk management for Americans abroad.
• Cross-Border Financial Planning Continuous strategy for the accumulation, maintenance, and distribution of wealth tailored to Americans living abroad, with emphasis on education funding, tax efficiency, and currency risk management across jurisdictions.
• Retirement Planning Planning services for Americans retiring abroad, covering 401(k) and IRA distributions and the tax-efficient tapping of retirement accounts across different country-of-residence tax regimes.
• Portfolio Management Strategic portfolio management for Americans in Europe emphasizing regulatory compliance, diversification, and long-term goal alignment while maintaining U.S.-custodied accounts for tax efficiency.

Quantifiable outcome

• The firm helps clients navigate double taxation through U.S.-Portugal, U.S.-France, and U.S.-Italy Double Taxation Agreements
• +1 more outcomes

Segments3 records

Ideal customer profiles2 records

Technology focussed No

API detail

Has API

No

API docs

API detail

Core technology

AI maturity

App detail

Partnerships

One partnership is on record.

• Rook CPAscoreStrategic or Co-development PartnerRook CPAs serves as a U.S. tax partner for Liberty Atlantic Advisors, providing specialized tax expertise for clients. They have written detailed articles about IFICI (Tax Incentive for Scientific Research and Innovation) and offer moving abroad services tailored for U.S. business owners. The partnership provides complementary tax and financial planning services for shared clients navigating cross-border tax situations.

Scale indicators3 records

Recent moves5 records

Expansion highlights5 records

Direct peers

• Ardan International: Boutique cross-border financial advisory firm serving U.S. expatriates and global investors with tax-aware wealth management — directly comparable in size, niche, and service model.
• DeVere Group: Large independent international financial advisory group serving expatriates and globally mobile clients across multiple jurisdictions — competes in the same cross-border wealth and tax planning category with a broader geographic footprint.
• Blevins Franks: Long-established (1968) cross-border financial advisory specializing in U.S., UK, and other expatriates living in Southern Europe (Spain, Portugal, France, Cyprus, Malta) — direct competitor in the same five-country footprint with comparable integrated tax and wealth planning services.
• AES International: UK-based fee-only cross-border financial planner focused on British and U.S. expatriates, with comparable niche positioning around tax-efficient investing, retirement planning, and country-specific advice for expats in Europe.
• Blacktower Financial Management: International wealth management firm providing cross-border financial planning for expatriates across Europe, including Portugal, Spain, and Malta — competes for the same U.S.-expat-in-Europe segment with comparable investment and tax-advisory offerings.
• Skybound Wealth: International wealth management firm specializing in financial advice for expatriates, with strong U.S.-client focus and offices across Europe, the Middle East, and Asia — directly comparable cross-border RIA offering.
• Chase Buchanan: UK-headquartered cross-border financial planning firm explicitly focused on U.S. and other expatriates in Europe, with overlapping service offerings in investment management, tax-aware planning, and country-specific advice — directly comparable in niche, geography, and delivery model.

Broad incumbents

• Quilter International (Old Mutual International): Established offshore wealth and investment platform serving British expats and international clients with cross-border investment products — broader incumbent with overlapping cross-border planning capabilities but not expat-exclusive.
• Rothschild & Co Wealth Management: Global private bank and wealth manager with dedicated cross-border and international wealth services for high-net-worth expatriates — adjacent incumbent competing for the upper end of Liberty Atlantic's HNW segment.
• HSBC Expat: Banking and wealth division of HSBC targeting expatriate customers with multi-currency banking, international investment, and cross-border financial planning services — broader incumbent competing for the same U.S. expat client base with deeper capital and product breadth.

Market position

Strengths4 records

Weaknesses4 records

Competitive moat5 records

Key risks6 records

Key highlights6 records

Customer concentration

• Facebookfacebook.com/LibertyAtlanticAdvisors
• 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