About Thun Financial & Creative Planning
Thun Financial Advisors was founded in 2008 with a mission to integrate U.S.-based investing and financial planning services for Americans abroad. In 2020 Thun Financial Advisors was acquired by Creative Planning with a goal to expand its reach to cross-border families in the U.S. and to non-U.S. citizens residing outside the United States. At the time it joined forces with Creative Planning, Thun Financial managed more than $600 million of assets, working with clients in over 60 countries. Thun Financial now operates as the international wealth management group within Creative Planning and continues to grow its international clientele through its focus on cross-border planning.