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Smara Savoy

French in the US? American moving to France? I can help!

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Oui Financial Smara Savoy
East Windsor, NJ

Serving Clients Nationwide

French in the US? American moving to France? I can help!

Website

Areas of Focus

  • Buying a House
  • Conscious Investing
  • Equity Compensation Options
  • Estate Planning
  • International and Cross-border Planning
  • Socially Responsible Investing
  • Tax-Efficient Planning

About Smara Savoy

Hi, I'm Smara Savoy, a Financial Planner and Investment Advisor at Oui Financial.

Born and raised in the French-speaking region of Switzerland (Suisse Romande), my career began at Nestlé after earning my master’s degree.

In 2013, I transferred to the U.S., where I’ve since lived in several states, including Ohio, before settling with my family of five in the sunny Garden State. Along the way, I experienced firsthand the complexities of navigating finances across borders, particularly between Europe and the U.S.

This curiosity led me to dive deeper into understanding how money works in America and how it differs from European financial systems. After a successful career in HR and Talent Acquisition, I transitioned out of the corporate world and started to pursue my passion for personal finance. I became a Financial Coach and then earned my Series 65 license to join Oui Financial as a Financial Planner and Investment Advisor in late 2024.

I’m excited to help individuals and families navigate the unique challenges of cross-border financial planning with clarity and confidence!

Primary Location

East Windsor, NJ

Meeting Options

  • Video Conference
  • In-Person
  • Phone
Book Intro Call

Compensation Methods

  • Fee Only
  • Hourly Rate
  • Percentage of Assets Managed

What to expect in the first meeting

Click the 'Book Intro Call' button above and complete the short survey to qualify for a complementary financial strategy session. We'll sit down to discuss your situation, your goals, and any concerns you have about your finances in the U.S. and France, and I'll answer your questions so we can determine the best way to move forward. I look forward to speaking with you.

Offers Investment Management

Yes

About Oui Financial

Managing your money between the US and France is a complex task with various challenges. In-depth and bilingual expertise in the tax, legal, and economic environment of the two countries is essential for the best possible outcome.

At Oui Financial, we share our expertise with our French-American clients wherever they live. We empower you with the means – and knowledge – to make the most informed decisions about your money.

We simplify your French-American financial challenges by providing a practical and straightforward approach to the world of American finance.

How Oui Financial is Different From The Rest

Financial Education

At Oui Financial, we empower you with the means and knowledge needed to make the best decisions regarding your capital, large or small.

Professional Ethics

We prioritize your financial interests. Unlike some financial advisers, we don't sell financial products, nor do we receive commissions.

Personalized Support

Oui Financial has the experience to understand your situation, whether you're new to the United States, settled for the long term, or ready to return to France or anywhere else in the world.

Socially Responsible

Oui Financial makes it a priority to invest primarily in socially responsible funds that offer growth and sustainability.

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Advisory services are offered through We Financial Group LLC, an investment adviser registered with the U.S. Securities and Exchange Commission.

Education

University of Neuchâtel, Master's Degree, Psychology of Work and Organization

Hobbies and Interests

  • Family

SEC Lookup

View Disclosure

Who We Serve

  • Americans Living Abroad
  • Dual Income Family
  • Expats
  • Families
  • Foreign-Born Individuals
  • Immigrants
  • Intergenerational Families
  • Parents

Wealthtender® is a trusted, independent financial directory and educational resource governed by our strict Editorial Policy, Integrity Standards, and Terms of Use. While we receive compensation from featured professionals (a natural conflict of interest), we always operate with integrity and transparency to earn your trust. Wealthtender is not a client of these providers. Testimonials may not be representative of other clients’ experiences and do not guarantee future performance or success.

Get answers to frequently asked questions regarding the services offered by Smara Savoy View Disclosures

FAQs

Who does Oui Financial help?
We specialize in helping French and French-American families and individuals living in the United States navigate cross-border financial planning, including investments, taxes, and retirement decisions that span both the U.S. and France, whether you're newly arrived, settled long-term, or planning a move back to France.
Are you a fiduciary, and how does Oui Financial get paid?
As a registered investment adviser, we have a fiduciary responsibility to act in your best interest. We are fee-only, meaning we don't sell financial products or receive commissions. Depending on the services you choose, we're compensated through an hourly rate, a flat fee, and/or a percentage of the assets we manage for you.
Can you help me decide what to do with my stock options or RSUs?
Yes, we regularly help clients evaluate employee stock options and RSUs, weighing whether to sell or hold and how that decision fits into your broader cross-border financial plan, tax situation, and long-term goals in the U.S. and France.
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