Company Performance Metrics
Steve LaVista: Chief Technology Officer- Adam Bergman: President
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.
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.
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.
