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.
About Our Founder
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.
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
I decided to open a Self-Directed IRA because I wanted to invest in real estate projects. Also, having control of my money was a big motivating factor as well. Being able to decide where and when to invest has been very successful for me. All the real estate projects I have selected have been solid investments. I have recommended IRA Financial to friends and family.
I've looked at all of the participants in this space and IRA Financial was the clear choice. They were the easiest to work with, answered all my questions and concerns prior to me taking the steps to open the account. The process is straight forward and there are no surprises. My investments in Real Estate have been largely successful. IRA Financial is professional, has great support, and put the customer in the driver's seat.
Before contacting IRA Financial Group, I conducted an extensive market research on Solo 401K providers. From the initial phone call, I was impressed with the professionalism, the wealth of information provided, the caliber of services. I commend the firm for the technically advanced and secured process they have in place for the transfer of documents and payments processing.
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.
27,000+
Active Accounts
$7B+
Assets Under Administration
97%
Client Retention Rate
Ready to Invest in Your Future?
Whatever strategy you plan for retirement, we do it all. Build your retirement with a Self‑Directed IRA designed for alternative and non traditional investments.
#1 IRS Audit Protection
Flat Rate, No Hidden Fees
Expert Live Support
Total Investment Freedom