About Us

IRA Financial was founded to help you take back control of your retirement funds.

What We Do

Self-Directed Plans Made Simple

IRA Financial Group was founded by Adam Bergman, a former tax and ERISA attorney who worked at some of the largest law firms in the world. His mission was to establish a company that would help retirement account holders take advantage of the freedom that comes with self-directed plans.

Now, our clients can easily establish the self-directed solution that works for their needs with the IRA Financial app, and get dedicated support for their structures.

Dedicated Support

Our clients have the ability to invest in almost any type of investment tax free. We have helped thousands of clients invest in domestic or foreign real estate, tax liens, precious metals, peer-to-peer lending, new businesses, and much more.

They also have direct and unlimited access to our in-house tax and ERISA professionals to ensure that all established tax structures are IRS compliant. We offer a full IRS audit guarantee and stand by the legality of our structures.

Our Mission

IRA Financial will strive to be the best self-directed retirement and pension administrator in the country. Using technology innovation, we will change the way people invest and save for retirement. We will build into each retirement plan a level of quality, efficiency, and value that will earn the respect and loyalty of our customers.

How We're Different

Books

Testmonials

In the news

A client explains why he chose IRA Financial!

I first tried working with [another provider]…When I proceeded to my due diligence, I was so disappointed by multiple aspects of the trust company documents that I backed out of the entire transaction…I then turned to IRA Financial. Having been burned once, I snooped around to identify the trust company (IRA Financial Trust), found their “forms” webpage, and reviewed all the relevant forms before proceeding. Overall, the application process with IRA Financial was not too painful. Even better, they did signatures via DocuSign and in the process presented all the relevant documentation including information about fees and minimum account balance requirements. R. Paul Drake Portfolio strategy, dividend investing, REITs, closed-end funds