Thun Financial Advisors, LLC is a fee-only investment management and financial planning firm. Our clients reside both in and outside the United States. Whether advising American expatriates or U.S. residents, we provide an integrated service that encompasses:
- investment management
- tax strategy
- retirement planning
- estate planning
- risk management and insurance
- education savings, and
- charitable giving.
We guard our clients’ wealth as though it were our own by implementing prudent investment strategies that emphasize wealth preservation and growth through broad diversification, efficient portfolio management and integrated financial planning.