About Us

Who We Are

USAFrance Financials® was founded in 2010 by Cedric Sage out of the realization that French and foreign individuals’ financial strategies needed specific attention and a special treatment. With the company’s expansion and obvious needs of the market, Adam Boyer and Alexandre Quantin joined the management team as equal partners with the respective titles of Director of Advanced Planning and Director of Investments.

Headquartered in Philadelphia and supported by prestigious partners with over 150 years of experience, the company has a presence throughout the United States. In addition to the main office in Philadelphia, we have a satellite office in San Francisco. We currently manage the financial lives of more than 400 families and businesses that have gone through our unique planning process.

For our corporate clients, we help them attract, retain, and reward their employees while enhancing their bottom line. To do so, our dedicated team of employees delivers an unparalleled value regarding corporate employee benefit packages, retirement plans, business exit strategies and employer-sponsored financial planning for executives.

Our Mission

At USAFrance Financials®, we believe in maximizing one's potential. Our firm was created on the premise that planning for foreigners in the United States requires more enhanced skills and solutions than for the typical American. Whether your stay is of a permanent nature or still undecided, an expatriation to the US creates unique key financial challenges.

Thanks to our experience and global approach, we can help provide you with a concrete road-map and together with you, build a flexible and portable financial framework in-line with your objectives.

Our entire team is dedicated to deliver specialized financial advice and exceptional service in the most ethical manner. Putting our client's first, prudence, the pursuit of excellence, simplicity, and transparency are the guiding principles we live by at all times.

Our Professional Commitment:
The Pursuit Of Excellence.

We are committed to help people make smart decisions with their money. We provide a broad range of services to our clients at all different stages of life. We will help you craft a financial plan, an investment strategy and solutions to address your unique circumstances.

Each team member receives hours of continuing training and education in order to be as proactive and knowledgeable as possible concerning new strategies, service and product offerings, economic conditions, law amendments, fiscal reforms and international agreements.

We are active members and contributors to our national professional association NAIFA (National Association of Insurance and Financial Advisors) - a leading organization advocating ethical business practices.

Our Partners

Who We Partner With: A Network of of Specialists

Thanks to our personalized approach to one’s finances, our clients enjoy the experience of a dedicated private management boutique, together with the resources of the many investment, insurance, and financial institutions we work with via our open platform and brokerage unit. To our clients, we are at the heart of a key-range of actors both in the United States and abroad with whom we have privileged relationships: accountants, lawyers, real estate and relocation professionals, as well as retirement and benefit specialists, among others. We work hand in hand with them for the common benefit of our clients.

Our professionals come from a diverse set of cultural, professional and educational backgrounds, and can find professional answers to the most complex questions, taking into account your international situation while going beyond pure financial matters.

Our Added-Value: A tailored Holistic & Global Approach

With integrity as our ally, we strive to provide our clients the best possible experience using a combination of holistic financial planning techniques, an extensive network of professionals and, by nature, a deep understanding of the challenges we must cope with when settling here in the United States.

We earn trust one contact at a time, in a professional, collaborative, and positive environment and seek to provide the most personal service available, thus earning a reputation of excellence in our industry and among our French clientele.

For each of our clients, we strive to help create financial stability and financial independence whatever the future may be. To do so, we have a unique process to enable our clients to achieve their own personal goals.
The best financial strategy will always be the one tailored to your specific situation. For this reason, we always start the same way - by understanding individual goals, aspirations and attitudes toward risk. Our holistic financial planners then identify and understand different stages of wealth (wealth building, consolidation, or transmission to future generations) and precise objectives (liquidity, performance, risk level, duration).

Through our recommendations, you will benefit from a unique financial plan tailored to your specific objectives: Comprehensive Financial Strategy - Wealth Optimization & Maximization - Implementation - Ongoing Monitoring & Adjustments - Protection Portfolio Review

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