Access expert financial planners in cost-effective regions. Boost budgeting, forecasting, and growth strategies while saving significantly on hiring costs.
We source, vet, and onboard the top financial planners from regions offering the best cost-to-skill ratio.
Why: The Philippines offers a growing pool of financial professionals with expertise in global markets.
Best for: U.S. businesses seeking cost-effective financial planning services with a focus on the Asia-Pacific region.
Average Salary: $1100 per month.
Why: The United States has a highly competitive market for financial planners, with professionals often holding advanced certifications like CFP and CFA.
Best for: U.S. businesses and individuals seeking top-tier financial planning services with in-depth knowledge of domestic regulations and investment opportunities.
Average Salary: $8,298 per month.
Why: Mexico's financial planners are well-versed in both local and international financial landscapes.
Best for: U.S. businesses aiming to engage financial planners with knowledge of Latin American markets.
Average Salary: $2300 per month.
Why: Egypt offers financial planners with insights into Middle Eastern and North African economies.
Best for: U.S. businesses looking to expand into MENA regions with local financial expertise.
Average Salary: $1700 per month.
Why: India provides a vast talent pool of financial planners skilled in diverse financial instruments and regulations.
Best for: U.S. companies looking for affordable financial planning services with proficiency in international finance.
Average Salary: $1100 per month.
Why: South Africa boasts a robust financial sector with professionals experienced in emerging markets.
Best for: U.S. companies seeking financial planners familiar with African markets and investment opportunities.
Average Salary: $1700 per month.
Hire expert financial planners with verified skills, U.S. financial expertise, and proven experience to drive smarter business decisions.
Reduce your hiring expenses significantly by outsourcing to cost-effective regions, without compromising on financial planning expertise.
Our financial planners are trained in U.S. tax laws, GAAP standards, and financial regulations to ensure full compliance and accuracy.
Need an independent contractor or a direct hire? Our flexible staffing options make it easy to find the right financial planner.
With deep expertise in outsourcing, we help U.S. businesses hire top financial planners from cost-effective regions like the Philippines, LATAM, and South Africa.
From sourcing and vetting to onboarding and payroll, we handle the entire hiring process. Our team ensures hassle-free hiring so you can focus on growing your business.
See how much you can save with nearshore and offshore talent:
$8,298/month
Average US Salary
$1,100/month*
Average Philippine Salary
86%
Potential savings
$2,300/month*
Average LATAM Salary
72%
Potential savings
VS
| Local US Hire | Philippines | LATAM | |
|---|---|---|---|
| Annual Base Salary | $99,576 | $13,200 | $27,600 |
| Payroll Taxes (7.65%-10%) | $9,958 | $0 | $0 |
| Benefits (20%-30%) | $19,915 | $0 | $0 |
| PTO (5%-10%) | $4,979 | $0 | $0 |
| Total Cost | $129,449 | $13,200 (excluding service fees) | $27,600 (excluding service fees) |
| Savings | - | $116,249 | $101,849 |
* Salaries shown are based on publicly available data (Indeed, Glassdoor, etc.), showing average rates by role and location. Offshore rates do not include outsourcing provider fees. Please schedule a consultation to receive detailed information tailored to your needs.
We start with a quick discovery call to understand your financial planning requirements, from budgeting and forecasting to risk management and reporting. We’ll also discuss your ideal candidate profile, budget, and preferred hiring model.
Our team taps into global talent pools to find highly qualified financial planners. We rigorously vet each candidate for U.S. standards, financial expertise, and communication skills before presenting you with a shortlist.
Interview your top candidates, choose the best fit, and we’ll handle the rest—contracts, onboarding, and payroll. Get your new financial planner up and running quickly and seamlessly.
A remote financial planner can support your business with budgeting, cash flow forecasting, financial reporting, risk management, tax planning, and long-term financial strategy. They can also analyze your current financial health, identify cost-saving opportunities, and provide insights to guide business growth.
Yes, all financial planners sourced by 1840 are vetted to ensure they understand U.S. accounting standards, including GAAP, as well as tax regulations and financial planning practices. We prioritize candidates with experience working with U.S.-based companies to ensure seamless integration with your processes.
Yes, we source financial planners who can align with your preferred working hours. Whether you need full overlap with U.S. business hours or flexible scheduling, we ensure candidates are available when you need them.
Most clients hire a remote financial planner within 21 days. Our streamlined process includes discovery, sourcing, vetting, and presenting candidates quickly, so you can conduct interviews and make a confident hiring decision without delays.
If your hire doesn’t meet expectations, we’ll work with you to quickly find a replacement at no additional cost. Our goal is to ensure you have the right talent to support your business needs and achieve long-term success.
Casey H
Manger Of Training, Homelight
Danielle R
VP of Client Services, Pentius
Mike M
Owner, Carve Financial
Andrew C
VP Finance, Bluestone Lane
Undisclosed
CEO, Startup Incubator
Undisclosed
HR Manager, Tech Company
Undisclosed
Senior Vendor Manager, Ooma
Undisclosed
HR Manager, Tech Company
Casey H
Manger Of Training, Homelight
Danielle R
VP of Client Services, Pentius
Mike M
Owner, Carve Financial
Andrew C
VP Finance, Bluestone Lane
Undisclosed
CEO, Startup Incubator
Undisclosed
Senior Vendor Manager, Ooma
Undisclosed
Senior Vendor Manager, Ooma
Undisclosed
HR Manager, Tech Company
Undisclosed
CEO, Startup Incubator
Andrew C
VP Finance, Bluestone Lane
Mike M
Owner, Carve Financial
Danielle R
VP of Client Services, Pentius
Casey H
Manger Of Training, Homelight
Casey H
Manger Of Training, Homelight
Danielle R
VP of Client Services, Pentius
Mike M
Owner, Carve Financial
Andrew C
VP Finance, Bluestone Lane
Undisclosed
CEO, Startup Incubator
Undisclosed
HR Manager, Tech Company
Fill skill gaps and scale your team with our top-tier accounting & finance talent:
1840 & Company
5440 W. 110th St
Building 2, Suite 300
Overland Park, KS 66211
1840 & Company
5440 W. 110th St
Building 2, Suite 300
Overland Park, KS 66211
