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 researched several companies before deciding to go with IRA Financial. I am completely happy with my choice. I appreciate that I can ask questions about rules prior to making an investment to make sure I am compliant. I like that I can invest in traditional investments, but also real estate. I have invested in land, rentals, and home flips. Whenever I am speaking with self-employed individuals, I bring up IRA Financial and the idea of opening a Solo 401(k). I think it is a no-brainer for someone who is self-employed and wish I had opened mine up sooner.
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.
Online application process was very simple. Any questions I had was quickly responded to by humans and not simply an unintelligent bot. Establishment of my LLC and bank account was very smooth.
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