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.
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
How we're different
23,000+ clients
Our tax and ERISA experts have helped over 23,000 clients in all 50 states.
No Hidden Fees
No transaction, wire, or bank fees. No minimum balance requirement.
Serve as Your Custodian
Hold over $3.2 Billion in alternative assets.
8 Books
IRA Financial’s founder, Adam Bergman, is the author of eight books on self-directed retirement.
Dedicated Support
Get direct access to a self-directed retirement expert to establish your plan.
Technology
Use our free app to set-up and maintain your account.
Check out our Videos Blogs Podcasts Forbes articles
Did You Know?
Millionaires believe real estate is the best investment choice for Self-Directed IRA investors. A Self-Directed IRA gives you a tax-advantaged way to invest in any type of property. Learn more
