About Maxim Global Wealth Advisors

Maxim Global Wealth Advisors is an independent investment firm providing fee-based wealth management to U.S. citizens and permanent U.S. residents living all over the world, with a concentration in the United States and Western Europe. With headquarters in Portland, Oregon and a European office in Amsterdam, Maxim has a truly global perspective on the worldwide investment landscape. We manage global investment portfolios with an emphasis on risk management and tax-efficiency. We combine this with personalized retirement planning and financial advice aimed at helping clients make intelligent financial decisions. 

Maxim is the premier wealth advisor for affluent American expatriates residing outside of the United States. This fast growing group of expat families faces unique challenges including global investment portfolio design, currency exposure, dual-nation tax integration, international real estate holdings, multinational banking and brokerage administration (Patriot Act), and multi-nation wealth transfer planning. With a powerful team of experienced advisors and a firm focus on the unique needs of global citizens, Maxim can address these problems in a way that few others can.

Maxim is committed to leadership in wealth management for American expatriates and recognizes that knowledge fuels wise investment decisions. Because of this commitment to investor education, Maxim maintains an active blog and Knowledge Library . These resources are available for free and are designed to help Americans and other investors increase their financial intelligence and make well-informed decisions.