Adam Bergman

President at IRA FINANCIAL LLC
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Bio

Adam Bergman is a the founder and CEO of IRA Financial Technologies, a custodian and leading provider on self-directed retirement plans. Mr. Bergman is also the owner of two leading pension administration firms. IRA Financial Group and IRA Financial Trust are the market's fastest growing providers of self-directed retirement plans. IRA Financial has helped over 21,000 clients take back control over their retirement funds and invest over $4.6 billion of retirement funds into alternative asset investments.

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  • Traditional financial institutions do not allow IRAs to invest in IRS-approved alternative assets because their focus is on earning fees through traditional investments. Hence, the birth of the self-directed IRA industry.

    6 August 2021
  • article
    6 August 2021
Employment
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