Alexander Beard USA is part of the international Alexander Beard Group and has provided financial planning advice to expatriates in the United States since 2005. The firm helps clients manage wealth accumulated in the US, overseas, or across both, taking account of financial goals, residency plans, and cross-border obligations. Its services include holistic wealth planning and guidance on coordinating investments, pensions, and savings across jurisdictions, with attention to tax efficiency and potential reporting or tax complications.

Alexander Beard supports clients from several countries, including British, American, Irish, South African, Australian, and Canadian citizens living in or moving to the US. Its solutions address situations such as UK pension arrangements and US retirement accounts, while its international offices can advise on investments and pensions retained in clients’ home countries. The wider group also offers employee benefits services through AB Connect, a digital portal intended to help employees understand, access, and engage with their benefits.