Rosefinch Investment Advisors is a boutique advisory firm for internationally mobile and cross-border families: people whose lives, and finances, span more than one country. We bring institutional-quality financial planning to families who would otherwise fall between the cracks of single-country advice, all under one name and one standard.
Everything we do sits under four brands: Rosefinch Investment Advisors itself, and three specialist brands built for specific jobs. Each has its own identity, but all share the same promise: fiduciary advice, thoughtful technology, and a team that treats your family’s finances as carefully as its own.
Who we are
Rosefinch Investment Advisors is the firm behind everything above: the name on the door, and the team behind every plan. We work with affluent Americans with international complexity: US expats, cross-border families, and high-net-worth individuals whose finances span more than one country.
RosefinchBlack, Rosefinch Risk Management and Rosefinch Intelligence are how that advice reaches you: delivered, protected and supported. Underneath all three sits the same firm, the same team, and the same standard.
Investment advisory services offered through Beacon Global Advisor Network, LLC, a Registered Investment Advisor.
Our flagship advice proposition
RosefinchBlack combines sophisticated technology with experienced fiduciary guidance: institutional-quality planning delivered through a boutique advisory firm. Lifetime cash-flow modelling, behavioural risk profiling, scenario planning and consolidated household reporting, all interpreted by an advisor who knows you.
It is built for the clients we know best: US expats, cross-border families and UK pension holders living overseas, where planning has to work across borders, currencies and tax systems, and evolve as your life changes.
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Protection and insurance
Growing wealth is only half the job. Protecting it is the other. Rosefinch Risk Management is our dedicated protection arm, helping families and business owners safeguard what they have built with insurance solutions matched to their circumstances.
Because it sits alongside your financial plan rather than apart from it, cover is designed around what your plan actually needs, no more, no less.
Insurance products and services are offered through Rosefinch Risk Management, LLC, a separately licensed entity within the Rosefinch family.
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The technology behind the experience
Rosefinch Intelligence is the technology platform we have built into every stage of working with us, so nothing waits, nothing gets missed, and you never have to wonder where things stand.
You will meet it first through Compass, your live view of your journey with us: every step from first conversation to funded accounts, visible in real time. Behind the scenes, the same platform keeps your advisor prepared, your reviews on schedule and your paperwork moving.
Four identities, one standard. Wherever you meet a Rosefinch brand, the promise is the same: fiduciary advice, thoughtful technology, and a team that treats your family’s finances as carefully as its own.
