Our House Wealth Advisors

Cross-border financial planning is one of the services offered by Our House Wealth Advisors, a Chicago-based fiduciary financial advisory firm also serving Tampa Bay and virtual clients across the U.S. and Canada. The firm supports people through career changes, family needs, international moves, retirement, and multigenerational wealth decisions. Its services include retirement planning, college and education planning, insurance and protection planning, and subscription-based or project-based financial planning. The firm works with clients such as teachers, engineers, retirees, small business owners, and Canadian expats living in the U.S. Planning addresses dual citizenship, taxation, investing across borders, education funding, retirement income, and legacy goals. It offers personalized guidance through transparent fee models rather than brokerage or product-provider arrangements.