About us

Founded in 2018 by British expat Richard Taylor, Plan First Wealth exists because we know first-hand how challenging – and rewarding – expat life in America can be. Read on to discover what makes us tick.

Guided by what truly matters

In our view, great advice starts with listening, understanding, and treating people with respect. The work we do here at Plan First Wealth is grounded in clarity, integrity, and a genuine desire to help expats feel more in control of their financial lives.

Here, we’re intentional about our culture too. Every member of staff strives to be thoughtful, collaborative, and focused on doing the right thing consistently.

How we got here

Plan First Wealth’s roots stretch back to 1977, when founder Richard Taylor’s father, Chris, began advising families in the UK. That commitment to personal, long‑term guidance carried through the generations and, eventually, across the Atlantic.

Richard launched the US arm of the Taylor family business in 2018, and was later joined by American CERTIFIED FINANCIAL PLANNERS® Martha Kern and James Boyle. Together, they built a uniquely cross‑border advisory model pairing UK‑qualified advisers with US‑licensed professionals – an approach designed specifically for British expats.

In 2022, the firm was rechristened Plan First Wealth, reflecting a philosophy that planning should always come before products. Today, that principle continues to guide everything we do.

Knowledge bank

Navigate the unique financial challenges of expat life with the help of our free resources. From pensions to tax planning and more, discover insights designed specifically for Brits in America.

Blogs

17 Apr 2026

6 reasons why you need a robust investment strategy in retirement

Podcasts

Episode 89

UK Pension Risks, SpaceX’s IPO Frenzy and America’s Housing Crisis
Play

Guides

Opportunities & Landmines Checklist

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    646 201 4865
    Greenwich, CT

    Any testimonials were provided by current clients. The clients were not compensated, nor are there material conflicts of interest that would affect the given testimonies. The testimonies may not be representative of the experience of other current clients and do not provide a guarantee of future performance, success or similar services.

    Plan First Wealth is a registered investment adviser located in Greenwich, CT. Plan First Wealth may only transact business in those states in which it is registered, or qualifies for an exemption or exclusion from registration requirements. Plan First Wealth’s website is limited to the dissemination of general information pertaining to its advisory services, together with access to additional investment-related information, publications, and links. Accordingly, the publication of Plan First Wealth’s website on the internet should not be construed by any consumer and/or prospective client as Plan First Wealth’s solicitation to effect, or attempt to effect transactions in securities, or the rendering of personalised investment advice for compensation, over the internet. Any subsequent, direct communication by Plan First Wealth with a prospective client shall be conducted by a representative who is either registered or qualifies for an exemption or exclusion from registration in the state where the prospective client resides. For information pertaining to the registration status of Plan First Wealth, please contact the state securities regulators for those states in which Plan First Wealth maintains a registration filing. A copy of Plan First Wealth’s current written disclosure statement discussing Plan First Wealth’s business operations, services, and fees is available at the SEC’s investment adviser public information website – www.adviserinfo.sec.gov or from Plan First Wealth upon written request. Plan First Wealth does not make any representations or warranties as to the accuracy, timeliness, suitability, completeness, or relevance of any information prepared by any unaffiliated third party, whether linked to Plan First Wealth’s website or incorporated herein, and takes no responsibility, therefore. All such information is provided solely for convenience purposes only, and all users thereof should be guided accordingly.

    This website and information are provided for guidance and information purposes only. Investments involve risk and, unless otherwise stated, are not guaranteed. Be sure to first consult with a qualified financial adviser and/or tax professional before implementing any strategy. This website and information are not intended to provide investment, tax, or legal advice. There are no warranties implied.

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