Retirement Should Be On Your Terms — Not Your Custodian’s
IRA Financial helps you break free from traditional investing limits with Self-Directed IRAs and Solo 401(k) plans.
Why We Exist: The Frustrated Investor
Traditional Retirement Accounts Don’t Work for Everyone
Most retirement accounts are designed to benefit big institutions — not investors. They’re packed with limitations, red tape, and hidden fees. We knew there had to be a better way. So we created one.
At IRA Financial, we believe your retirement account should work for you. That’s why we give you the tools to invest in what you know: real estate, private equity, cryptocurrency, and more.
Total investment freedom
Real-time control from our online platform and app
Flat fees, no hidden surprises
As a tax attorney, Adam Bergman helped thousands of clients navigate complex IRS rules. But he kept hearing the same frustrations: “Why can’t I invest my retirement money the way I want to?”
He realized that traditional custodians were part of the problem. So in 2010, Adam launched IRA Financial – a self-directed retirement company aimed at offering transparent pricing, a simplified process, and expert support.
“We didn’t start this company to follow the old rules. We started it to rewrite them.”
Adam Bergman, Founder
Real People Helping Real Investors
At IRA Financial, we’re on a mission to disrupt the retirement industry by empowering our clients with the freedom and confidence to invest their retirement funds on their own terms. Through innovative solutions, low fees, unrivaled expertise, and personalized support, we help clients navigate nearly unlimited investment options to build a secure and prosperous future for themselves and their families.
Leadership Team
Joe Tebben
CTO
Becky Peterson
Controller
Mark Gunderson
CCO
Mark Flenard
Director of Operations
Board of Directors
Karl Peterson
Mark Goldman
Robert Shafir
Eduardo Tamraz
Book a Consultation
Schedule a free consultation with a member of our team to explore how opening a self-directed retirement account can unlock your ability to invest tax-free in a variety of alternative assets.
See What Our Clients Have to Say
Trusted Individual Investment Retirement Services
With years of experience and thousands of satisfied clients, we provide reliable support, transparent pricing, and expert guidance—so you can invest for retirement with clarity and confidence.
Active clients across all 50 states
Assets under administration
Client retention rate
Ready to Take Control?
Your Retirement. Your Rules.