Hi, I'm Marina Hernández. I am a fiduciary, fee-only wealth and tax advisor for families with US and Swiss ties.
I travel regularly throughout the USA and Switzerland to meet with clients and to speak at conferences, where I connect with colleagues and friends. I also enjoy teaching International Tax to Enrolled Agents, CPAs, CFPs and other professionals.
Outside of work, I actively support educational initiatives for underprivileged children in both the U.S. and South America, and run The Crossborder Academy and Crossborder Planner as public benefit initiatives providing educational tax planning resources for US immigrants and expats.
I currently live in the greater Philadelphia area with my husband and sons.
Click the 'Book Intro Call' button above to schedule your 30-minute, no obligation Discovery Call online. Find a mutually available time that best fits your schedule and come prepared with your questions about Swiss American. Our relationship is about you, so we will spend most of our time learning about you and your needs to determine if we are a mutual fit to work together.
Offers Investment Management
Yes
About our Firm
For Individuals, Families and Business Owners with US and Swiss Ties. We offer integrated tax*, financial and investment advisory services. (*The tax services provided are considered an outside business activity and are not offered through Dynamic Wealth Advisors.)
ABOUT YOU
You love living abroad. You're on an exciting adventure filled with new challenges and opportunities. It's a dream come true. And yet, straddling between two different tax worlds and financial systems can be time consuming, confusing and stressful. What’s worse, reaching out to countless professionals hasn’t helped. All you ever find is limited advice or contradictory answers. There has to be a better way.
Fortunately, there is. Our professional team at Swiss American Wealth Advisors understand how the different pieces of your US and Swiss financial puzzle best fit together. We work in partnership with clients like you to streamline and simplify, so that your money is working for you, instead of you working for your money.
Go live the life of your dreams that brought you here. We’ll take care of the rest.
WHY SWISS AMERICAN WEALTH ADVISORS
✅ Swiss and US Tax, Investment, and Financial Specialists: Our fiduciary and multi-credentialed team knows the environment you live in and understands the little details to meet your specific needs.
✅ Multinational, Multilingual, US Immigrants and US expats: With decades of experience walking in your shoes, we can guide the financial lives of individuals and families like yours just like we did with ours.
✅ Complete Coordination of all US and Swiss Financial Needs: Work with just one advisory firm to coordinate all of your US and Swiss taxes, investments, and financial decisions.
Marina Hernandez is an Investment Advisor Representative with Dynamic Wealth Advisors dba Swiss American Wealth Advisors. All investment advisory services are offered through Dynamic Wealth Advisors. Marina Hernandez also offers tax preparation services under MHTax, this is considered an outside business activity from Dynamic Wealth Advisors and is separate and apart from Ms. Hernandez's activities as an investment advisor representative of Dynamic Wealth Advisors.
Education
The University of Georgia, MBA, Corporate Finance & International Business | Pontificia Universidad Católica Argentina 'Santa María de los Buenos Aires', Contador Publico Nacional, Public Accounting
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