Last updated 12 Oct 2026
Financial Advisers for Families in Israel
A nationwide directory of financial advisers for families, with 55 venues listed across Israel. Filter by city to find options near you, and check individual listings for ages, costs, booking and English-language support.
Where can families go across Israel?
Directory options include Pioneer Wealth Management, Andrew Album - UK Aliyah Financial Planning, Artax Financial Services LLC, Digitax U.S. Tax Preparation Services, RB Taxes (Rachel Sputz). See the listings below for full details.
Do I need to book?
Check with each venue regarding booking, especially on weekends and holidays.
How much does it cost?
Check with each venue for current pricing.
Is it suitable for children?
Check with the venue regarding age suitability before you go.
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55 placesFinancial Advisers
Pioneer Wealth Management
Ra'anana / Kfar Saba
Herzliya Pituach wealth management and family office firm serving English-speaking and dual-citizen families.
Financial Advisers
Andrew Album - UK Aliyah Financial Planning
Ra'anana / Kfar Saba
Dual UK-Israel licensed financial adviser specializing in British olim.
Financial Advisers
Artax Financial Services LLC
Ramat Gan / Givatayim
US tax and financial services practice in Ramat Gan.
Financial Advisers
Digitax U.S. Tax Preparation Services
Modi'in
Modi'in-based US tax preparation service for Americans in Israel.
Financial Advisers
RB Taxes (Rachel Sputz)
Bnei Brak
Boutique US tax preparation service for Americans in Israel.
Financial Advisers
Wiskind CPA LLC
Haifa
US CPA practice in Binyamina serving American expats in northern and central Israel.
Financial Advisers
U.S. Tax Services & Benefits (Aharon Lev)
Beit Shemesh
US tax filing and benefits service for Americans in the Beit Shemesh area.
Financial Advisers
Aron Epstein CPA
Beit Shemesh
American CPA in Beit Shemesh preparing US tax returns for olim.
Financial Advisers
Sarah Greenberg EA
Petach Tikva
IRS Enrolled Agent in Petach Tikva preparing US expat tax returns.
Financial Advisers
Kastner Tax Solutions LLC
Beit Shemesh
US tax preparation firm based in Beit Shemesh serving American olim.
Financial Advisers
American Docs Ltd
Bnei Brak
US tax and documentation service for Americans in Israel.
Financial Advisers
Dray & Natco (Dray & Dray Accountants)
Jerusalem
English-speaking Israeli chartered accountancy firm specializing in olim tax benefits.
Financial Advisers
Borderless Tax Consultants LLC
Jerusalem
Jerusalem-based US tax consultancy for cross-border filers.
Financial Advisers
Gold Arrow Tax LLC
Jerusalem
US tax preparation practice in Jerusalem for American expats.
Financial Advisers
A & B Simon Professional Services Ltd.
Tel Aviv
Tel Aviv professional services firm handling US tax and ITIN matters.
Financial Advisers
FKGB Accounting - Israel Desk
Nationwide
UK accountancy firm with an Israel desk for UK-Israel cross-border tax and business clients.
Financial Advisers
US Taxes LTD
Bnei Brak
US tax return preparation company based in Bnei Brak.
Financial Advisers
Sabina Frimmer CPA
Ra'anana / Kfar Saba
Native English-speaking CPA (US and Israel) preparing US individual tax returns and FBARs.
Financial Advisers
UHY Shtainmetz Aminoach & Co. CPA
Tel Aviv
Tel Aviv accounting firm with a US tax department, part of the international UHY network.
Financial Advisers
IAL Group - Investments and Financial Planning
Financial planning group dedicated to helping English speakers with investments, retirement and insurance in Israel.
Financial Advisers
Murrel Kohn CPA
Tel Aviv
US-Israel tax planning CPA on Rothschild Boulevard, Tel Aviv.
Financial Advisers
EMCA - Marcovich Cohen CPA
Tel Aviv
US-Israel CPA firm handling American tax returns, Social Security planning and cross-border structures.
Financial Advisers
Expat Tax CPAs (PW Tax - Pesach Woznica CPA)
Beit Shemesh
US and Israeli tax firm in Ramat Beit Shemesh serving olim under one roof.
Financial Advisers
Philip Stein & Associates
Jerusalem
The largest US accounting firm in Israel, handling US tax returns for Americans living in Israel.
Financial Advisers
Paz Shoham Tax Services (PazTax)
Tel Aviv
IRS Enrolled Agent preparing and e-filing US federal and state returns from Tel Aviv.
Financial Advisers
Cole & Waxman Tax Services
Jerusalem
US tax preparation firm for American expats in Israel.
Financial Advisers
Eli Jacoby CPA
Jerusalem
Jerusalem CPA licensed in New York and Israel, e-filing US and Israeli tax returns.
Financial Advisers
Elahou Aslan & Co., Certified Public Accountants
Tel Aviv
Tel Aviv CPA firm specializing in US expatriate and Israeli tax.
Financial Advisers
Nimrod Yaron & Co.
Nationwide
International taxation firm advising on Israel-US and Israel-UK cross-border tax issues.
Financial Advisers
EisnerAmper Israel
Tel Aviv
Israel arm of the major US accounting firm EisnerAmper, serving US-Israel cross-border clients.
Financial Advisers
Baruch Grossman EA
Modi'in
IRS Enrolled Agent in Modi'in handling US tax filings for expats.
Financial Advisers
Steven Z Ettinger - US Tax Services
Modi'in
US tax practitioner in Modi'in serving American citizens in Israel.
Financial Advisers
Julius S Klein & Associates CPAs LLC
Jerusalem
US CPA firm in the Bayit Vegan neighborhood of Jerusalem.
Financial Advisers
Lighthouse Capital Ltd. (Aaron Katsman)
Jerusalem
Licensed investment adviser managing US and international portfolios for English speakers in Israel.
Financial Advisers
Green Peak Advisors
Jerusalem
English-language financial planning and investment management firm for olim.
Financial Advisers
FRN Financial Resource Network Ltd.
Jerusalem
Family-office style financial advisory network for olim and cross-border families.
Financial Advisers
Labinsky Financial
Beit Shemesh
Financial planning and asset management firm specializing in olim, based in Ramat Beit Shemesh.
Financial Advisers
MasAmerica - US Tax Advisers in Israel
Team of US tax accountants and consultants serving Americans living in Israel.
Financial Advisers
Alan R. Deutsch CPA & Associates
Beit Shemesh
Veteran US-Israeli CPA firm with offices around Israel, serving olim for over 30 years.
Financial Advisers
Tax4US
Tel Aviv
US tax consulting and return preparation firm on Ibn Gabirol Street, Tel Aviv.
Financial Advisers
Moshe Sadeh CPA
Jerusalem
Jerusalem accountant preparing both US and Israeli tax returns.
Financial Advisers
Taxes for Expats - Tel Aviv office (I.J. Zemelman EA)
Tel Aviv
International US expat tax firm with a Tel Aviv presence at Millennium Tower.
Financial Advisers
Eliezer Alperstein CPA & Associates
Nationwide
Dual US-Israel licensed CPA preparing American and Israeli tax returns for olim.
Financial Advisers
Aboulafia CPA (Aboulafia Avital Shrensky & Co)
Jerusalem
Large US-Israel-UK tax and accounting firm with 80 English, Hebrew and French speaking professionals.
Financial Advisers
Yosefa R. Huber CPA
Haifa
Boutique US tax firm for American citizens and green card holders living in Israel.
Financial Advisers
Profile Investment Services Ltd. (Douglas Goldstein)
Jerusalem
Cross-border investment firm helping English speakers in Israel manage US brokerage and IRA accounts.
Financial Advisers
Rifka Lebowitz - Living Financially Smarter in Israel
Beit Shemesh
CFP financial consultant helping English speakers manage money smarter in Israel.
Financial Advisers
Nardis Advisors LLC (Norman Chait)
Ra'anana / Kfar Saba
SEC-registered fee-only investment adviser for US expats living in Israel.
Financial Advisers
Braude Wealth (Philip Braude)
Jerusalem
Cross-border wealth manager and financial planner serving US and UK olim.
Financial Advisers
Rifka Lebowitz (Financial Planner)
Ra'anana / Kfar Saba
20+ years advising English speakers; verify office address directly
Financial Advisers
Blue & White Finance
South Israel
Jerusalem-area based; no confirmed South Israel office - remote-only fit
Financial Advisers
Green Peak Advisors (Aaron Frolich, CFP)
Modi'in
CFP-certified, specializes in olim/English-speaking financial planning
Financial Advisers
Asaf Boaron Ltd.
Beit Shemesh
Boutique service for the Anglo-Israeli community; ex-bank Senior Investment Advisor
Financial Advisers
Anglo Capital Limited (Philip Braude)
Beit Shemesh
Long-running Anglo-focused wealth/trust structuring firm; mailing address only
Financial Advisers
Rifka Lebowitz - Living Financially Smarter
South Israel
CFP serving Anglo olim nationally including Beer Sheva via video; no physical South Israel office
Frequently Asked
Where can I find financial advisers for families in Israel?
We list 55 financial advisers venues across Israel. Use the location filters to narrow down options in your city.
Do I need to book?
Some venues require or recommend booking, especially on weekends and holidays. Check the individual listing for booking details.