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Call us at 1-888-472-0649

We help you take control of your retirement for a flat fee

We believe that top-tier self-directed retirement solutions can be affordable, and we deliver them with professionalism, quality, and efficiency.

Choose IRA Financial

Self-direct with confidence. Call us at 1-888-472-0649 or send us a message and a specialist will respond as soon as possible.

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    Our business hours are 9AM-7PM EST, M-F. Read our Privacy Policy.

    How We’re Different

    16,000+ clients

    Our tax and ERISA experts have helped over 16,000 clients invest $4.6 billion in alternative assets.

    Experience

    We have over a decade of experience helping investors self-direct their retirement accounts.

    Technology

    Use our free app to set up and maintain your account. Everything is done on a secure, encrypted platform.

    8 books

    IRA Financial Group’s founder, Adam Bergman, is the author of 8 books on self-directed retirement.

    Dedicated Support

    Our team will work one-on-one with you to establish a Self-Directed IRA, Solo 401(k) or ROBS.

    Prestige

    Bergman is a frequent contributor to Forbes.com and is an official member of the Forbes Financial Council.

    We make investing in alternative assets easy

    Real Estate

    Cryptocurrency
    We’ve partnered with Gemini to make your experience seamless

    Investment Funds

    Never step foot in a bank

    We partnered with Capital One bank so we can open your account with no wiring fees or minimum balance requirement. No need to sign paperwork or go to a bank—we take care of everything.

    We make investing in alternative assets easy


    Real Estate

    Cryptocurrency
    We’ve partnered with Gemini to make your experience seamless

    Investment Funds

    Never step foot in a bank

    We partnered with Capital One bank so we can open your account with no wiring fees or minimum balance requirement. No need to sign paperwork or go to a bank—we take care of everything.

    How IRA Financial Works

    IRA Financial is simplifying how you invest your retirement funds in alternative assets. Open an account on our app and start investing for a simple, flat fee.

    How IRA Financial Works

    How IRA Financial Works

    IRA Financial is simplifying how you invest your retirement funds in alternative assets. Open an account on our app and start investing for a simple, flat fee.

    Do everything on our app

    Open your account, roll over your funds, and start investing all from the palm of your hand.

    Control your investments

    Our self-directed solutions let you start investing in assets you know and understand quickly and easily.

    Pay a flat fee

    No hidden fees, minimum investment amount, or balance requirement.

    IRA Financial App

    The IRA Financial App

    Self-directing has never been easier

    Create your account and choose which retirement plan you wish to establish: the Self-Directed IRA or Solo 401(k) for small business owners and self-employed individuals.

    • Faster account establishment
    • More secure account information
    • Lower costs of establishing your retirement plan
    • Reduces time to complete the investment process

    IRA Financial App

    Open your account in minutes

    Or get a free consultation

    Contact IRA Financial at 1-888-472-0649 or fill out the form to learn more about opening a self-directed retirement account.

      We don’t share your personal information with anyone. Check out our Privacy Policy for more information.

      1-888-472-0649 | [email protected] | © IRA Financial Group

      [10:44 PM] Valerie Marszalek-Boik