Independent Registered Investment Advisor
Invest for the Future You Envision.
Guidance You Can Rely On.
Financial decisions and immigration are rarely separate. We bring them into one strategic plan for globally minded families pursuing life in the United States and beyond.
Join our free educational webinar on July 25, 2026 at 9:00 AM EDT
Big decisions feel different when someone sees the full picture.
Magnus Financials is a Registered Investment Advisor (RIA) dedicated to helping clients navigate the intersection of investment and immigration. We provide independent guidance to support informed decisions on investment pathways.
Our service capabilities:
- Financial planning services
- Portfolio advisory
- Educational seminars and workshops
- Financial consulting services
We look at your financial and global mobility goals to create an investment strategy tailored to your life story and future plans.
We advise clients who are interested in these 4 programs:
USA EB-5
Plan your EB-5 journey with a clearer view of eligibility, capital readiness, sequencing, and the road ahead.
Global investment immigration
Navigate global residency and citizenship-by-investment opportunities with guidance tailored to your objectives.
Retirement immigration
Bring destination, lifestyle, residency, and financial readiness into one practical retirement plan.
Additional financial planning services
Build a financial roadmap around major life goals and financial possibilities.
A green card pathway that opens doors.
EB-5 touches capital, documentation, family timelines, and life after arrival. We help you see the whole journey before you take the next step.
Structured enough to bring you clarity. Personal enough to reflect your life.
Discover
We begin with your family, priorities, timeframe, and a conversation.
Define
We clarify viable paths, dependencies, and possibilities.
Design
We shape a coordinated immigration and financial-readiness roadmap.
Frequently Asked Questions
We help you find clarity through complexity.
Every family begins somewhere different. These are a few of the questions we hear first.
What are the capabilities of an RIA?
As an RIA, Magnus offers financial services and investment advice. RIAs must act in the best interests of their clients. We offer financial planning services, portfolio advisory, educational seminars and workshops, and financial consulting services.
How do I know if I am eligible for the US EB-5 Visa Program?
Attend a Magnus Financials EB-5 seminar or schedule a private consultation for further details.
Do you execute the financial plan?
No, we give you a plan and connect you to resources, but do not execute the process.
Your Next Step
Move forward towards your financial goals.
Book a consultation or register for a free webinar.
Magnus Financials
(571) 263-9814
info@magnusfinancials.com
USA EB-5
Global Investment Immigration
Retirement Immigration
Financial Planning Services