Marina Hernández, EA, CFP®

Helping You Coordinate Your US and Swiss Financial Lives Under One Roof

Connect Cancel

Wealthtender Community Connect helps people discover the best financial advisors for their individual needs through their favorite blogs and podcasts.

Click Here to Learn More
Contact Me
Swiss American Wealth Advisors Marina Hernández, EA, CFP®
Merion Station, PA

Serving Clients Nationwide

Helping You Coordinate Your US and Swiss Financial Lives Under One Roof

Areas of Focus

  • Financial Life Planning
  • International and Cross-border Planning
  • Investment Management
  • Retirement Planning
  • Taxes

About Me

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.

Professional Designations

  • Enrolled Agent (EA)


  • Financial Planning Association
  • Global Financial Planning Institute
  • The AGC

Primary Location

Merion, Pennsylvania


Meeting Options

  • Video Conference
  • In-Person
  • Phone

Compensation Methods

  • Advice-Only
  • Flat Fee
  • One-time Financial Plan
  • Percentage of Assets Managed
  • Subscription

What to expect in the first meeting

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


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.)


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.


✅ 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.


The University of Georgia, MBA, Corporate Finance & International Business | ​Pontificia Universidad Católica Argentina 'Santa María de los Buenos Aires'​, Contador Publico Nacional, Public Accounting

Hobbies and Interests

  • Family
  • Volunteering

Who We Serve

  • Baby Boomers
  • Business Owners
  • Corporate Executives
  • Dual Income Family
  • Expats
  • Foreign-Born Individuals
  • Immigrants
  • Living in Retirement
  • Travel Lovers

To make Wealthtender free for readers, we earn a nominal monthly fee from financial advisors and firms in exchange for providing access to the benefits described here (including being featured on this profile page), subject to these terms. This compensation creates a natural conflict of interest when we favor their promotion over others. Wealthtender is not a client of these advisors or firms. Testimonials may not be representative of other clients’ experiences and do not guarantee future performance or success.