Alex Ingrim

Fiduciary U.S. Expat Advisor & Cross-Border Planning & Wealth Management in Europe

I was born in Alaska, raised in the Pacific Northwest, and first moved overseas more than 15 years ago. Since then I've lived in France, Canada, the UK, Italy, and Malta. My career began in London, working in investment analysis for large international wealth management organizations, before I turned my focus to the specific financial challenges U.S. citizens face when living abroad.

That shift wasn't purely professional. I'm a U.S. passport holder married to a foreign national, raising dual-nationality children, and navigating the same layered realities my clients face every day: U.S. tax complexity, cross-border investing constraints, long-term residency decisions, and the emotional weight that often accompanies financial planning in a second country. That experience shapes how I advise, and it's the foundation on which Liberty Atlantic was built.

Clients choose to work with me because I understand both sides of the picture, not just technically, but personally. My approach to advising centers on clarity, coordination, and treating financial planning as one part of the broader support system an expat actually needs to thrive abroad.

Listen to Alex's episode on Passport to Wealth™ here.

About Liberty Atlantic Advisors

Liberty Atlantic Advisors is a U.S.-registered, fiduciary financial planning and wealth management firm serving Americans living in Europe or planning a permanent move there. The firm works with clients across France, Italy, Spain, Portugal, Malta, and beyond supporting them as they navigate the intersection of U.S. financial rules and local European systems.

Our work spans investment strategy, retirement planning, tax-aware portfolio design, and long-term wealth coordination, always through a U.S.-first lens and with a fiduciary obligation to act in clients' best interests. We view financial planning as part of a client's broader expat support ecosystem (alongside immigration attorneys and cross-border tax specialists) helping build a coherent financial framework around the life they are intentionally creating overseas.

Education, transparency, and long-term partnership are central to everything we do, particularly for individuals and families seeking stability and clarity abroad.

If you're seeking ongoing financial planning support or interested in learning more about what we do, please visit our website and submit the contact form to connect with our team.