About Thun Financial & Creative Planning
Thun Financial Advisors is a Creative Planning team of cross-border specialist wealth managers and financial planners that work with American citizens abroad and international families in more than 65 countries. Creative Planning is a nationally recognized independent wealth management firm in America, with over $75.6 billion in assets as of March 31, 2021.
Thun clients reside around the globe and throughout the U.S. Our advisors, like our clients, hail from many different countries. Most have lived much of their adult lives outside of the U.S. Each advisor has deep expertise in cross-border investing, planning, tax, and compliance. We understand how to build wealth for our clients’, and we understand their world because we have all lived it ourselves.