About Us
We’re a financial technology non-banking IRA trust company that administers self-directed retirement accounts.
What We Do
Self-Directed Plans Made Simple
IRA Financial Trust 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.
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 Custodial Support
IRA Financial Trust’s charter allows it to establish and administer self-directed IRA, Roth, SIMPLE Accounts, SEP Accounts, 401(k) plan accounts, Health Savings Accounts, and Coverdell Education Savings Accounts.
Whether the investment is made via the IRA custodian or our Checkbook Control IRA LLC, clients who want to invest in non-traditional assets like real estate, precious metals, or cryptocurrencies will find that we offer secure and expert services at a fair price.
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.
Adam Bergman, Founder & CEO of IRA Financial
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
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.
7 books
IRA Financial Group’s founder, Adam Bergman, is the author of 7 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), HSA, or Coverdell ESA.
Prestige
Bergman is a frequent contributor to Forbes.com and is an official member of the Forbes Financial Council.
