directory

Financial advisors in Germany

Updated on Aug 13, 2026

If you are an expat in Germany, or if you are considering relocating in the near future, having a solid, long-term financial plan is very important. It is therefore worthwhile to seek reliable financial advice, in addition to consulting with a tax advisor and a mortgage broker.

If you’re seeking financial advice for the first time, take a look at our list of expat-friendly, dependable financial advisors in Germany below. They all have a number of services and products to offer to internationals, including pension and retirement planning, wealth and asset management, investments, tax advice and financial advice about issues such as Brexit and FATCA.

12 results
LeX Wealth
Featured

LeX Wealth

We specialise in providing expats in Germany with tailored solutions for their pension, savings and insurance needs. We provide highly personalised and independent advice on how to protect, preserve and grow your wealth. Our bespoke approach allows us to truly understand our clients’ needs and provide a level of service that is unparalleled within the marketplace.

Kerstin Brunner – Fee-based Financial Consulting for Expats
Featured

Kerstin Brunner – Fee-based Financial Consulting for Expats

Simplify your financial journey in Germany. Secure your future with expert retirement planning and property purchasing services. Find convenient solutions and make informed decisions—100% independent and with no product sales. Invest wisely for a comfortable and fulfilling retirement today!

Famigos - Jasmine Kang Sodha
Featured

Famigos - Jasmine Kang Sodha

At Famigos, we understand the challenges and opportunities expats face in Germany. As certified financial advisors, we take a holistic yet compassionate approach, aligning your finances with your vision. Our goal is to empower expats like you for financial success.

Hoxton Wealth

Hoxton Wealth

Hoxton Wealth is an international financial advisory firm powered by award-winning wealthtech, where innovation meets expertise to secure your financial future. Our experienced team specialises in addressing the specific financial challenges faced by expatriates, ensuring you receive expert guidance every step of the way.

Arisaig Wealth Management (formerly Black Swan Capital)

Arisaig Wealth Management (formerly Black Swan Capital)

We are an independent investment advisory firm licenced & regulated across Europe. We are Europe’s first truly independent investment advisory firm dedicated to the specific needs of expats & international professionals. We provide expert goal-based financial planning, investment and retirement advice specific to your needs. We are expats too.

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Santiago Canovas - Certified financial advisor in Spain and Germany

Santiago Canovas - Certified financial advisor in Spain and Germany

Relocation is not an easy path, so knowing the social and tax regulations is essential. I help my clients to prepare their retirement, talk about investment and savings, necessary insurances, financing/credit and tax declarations. I can assist you in English, German and Spanish.

HORBACH Expats

HORBACH Expats

Join our community of expat clients looking for digital, holistic, multilingual financial planning. We cater to professionals, academics, entrepreneurs, and families on topics such as insurances, wealth management, real estate, investments, corporate solutions, and more. Because financial freedom should be a right, not a privilege.

Germany Pension Refund – Easy, Quick & Secure since 2015

Germany Pension Refund – Easy, Quick & Secure since 2015

Your partner for a successful refund of your German pension contributions! Over 11 years of experience make us deliver excellent customer service and a smooth & quick refund experience. Claim Your German Pension Refund Online today! Our success-based service fee only applies after your refund has been granted.

Financemate

Financemate

We help internationals in Germany figure out what to do with their money: understanding your full financial picture, analysing liquidity needs, setting clear goals, crafting a tailored plan, and supporting you through execution and beyond.

Noesis Capital Management

Noesis Capital Management

We are a U.S.-founded investment advisory (RIA) firm specializing in cross-border wealth management and financial planning for expats and the globally mobile. With an office in Europe, our team brings 30 years of experience helping clients navigate life abroad—with peace of mind, wherever life takes you.

Foundations

Foundations

Your German financial life, translated and simplified. At Foundations, I focus on financial well-being: Holistic financial planning and long-term guidance. You’ll have your own portfolio, a clear & simple financial plan, and most importantly: peace of mind. 100% Independent, 100% Neutral, so your interests come first - always. Let's get started.

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