The most complete Self-Directed IRA advisor list online is now available for public use.
Self-Directed IRAs are a great tool for investors who want to make the most of their retirement account. The investment choices are virtually limitless. Self-directed IRAs can be very flexible, but this does not mean that these virtually limitless investment choices are easy to set up or maintain. While some investments are simple to complete, others are much more complex.
We have found that many investors do not feel comfortable with self directed IRAs without the assistance of a professional advisor. There are other investors that are very familiar with self directed IRAs, but they just don't have the time to do it themselves. Both of these types of investors need the assistance from a professional. It is important that investors ensure their investment does not create a prohibited transaction initially or beyond the initial investment.
The US Government and Department of Labor are frequently updating the tax code, rules, and regulations. Even if you are an experienced investor with self-directed IRAs, there are many issues that may require an expert opinion. There are also many areas of the tax code that we would consider grey areas. These grey areas are not entirely clear due to a lack of case law to support one opinion over another one. In the case that your question falls into one of those grey areas, you may want to consult a professional for guidance.
Below is a list of attorneys, tax professionals, financial advisors, and related service professionals for investors who have a self directed IRA or 401k. We created this resource to help you find a licensed self directed IRA specialist who can address your self directed IRA related needs. Whether you have legal, tax, or financial advice related questions, these attorneys, tax professionals, and financial advisors have knowledge and experience with self directed IRAs.
This list is updated periodically, so if you feel a name should be on it that isn't, please let us know so we can improve this resource for you.
If you are looking for a List of Self-Directed IRA Custodians and Administrators, this is the most complete list available.
The Complete List of Self Directed IRA Advisors
Attorneys, Accountants, and Financial Advisors Who Specialize in Self Directed IRAs
- Tax Professional
- Related Services
State | First Name | Last Name | Firm Name | Speciality | Phone # | Website | |
|---|---|---|---|---|---|---|---|
AR | Chad | Oldham | Oldham Law Firm PLLC | Single Member LLC Advisor & Family Owned Entity Advisor | (870) 930-9919 | ||
AZ | Richard | Keyt | Keyt Law LLC | Private Equity, Real Estate Law | (602) 906-4953 | ||
AZ | Ken | Koenen | Law Offices of Ken Koenen | Single Member LLC Advisor & Family Owned Entity Advisor | (925) 924-0100 | ||
AZ | Mark | Winsor | Winsor and Marco PLC | Real Estate, Investment Law, Business Law & Planning, Estate Planning, Asset Protection | (480) 505-7044 | ||
CA | Jeffrey | Hare | Jeffrey B. Hare Attorney at Law | (408) 279-3555 | |||
CA | Jeff | Lerman | Lerman Law Partners LLP | (415) 454-0455 | |||
CA | Roger | Poyner | Poyner & Poyner LLP | (408) 358-1900 | |||
CA | Anthony | Geraci | Geraci Law Firm | (949) 260-9156 | |||
CA | Amiram | Givon | GCA Law Partners LLP | (650) 428-3900 | |||
CA | James | Busse | Law Offices of James A. Busse Jr | Single Member LLC Advisor & Family Owned Entity Advisor | (562) 490-4905 | ||
CA | Peter | Beach | Sheehan, Phinney, Bass & Green PA | (415) 888-2155 | |||
CA | William | Adams | Pundeff Adams | (619) 233-8200 | |||
CA | Roger | Royse | Royse Law Firm PC | Single Member LLC Advisor & Family Owned Entity Advisor | (650) 813-9700 | ||
CA | Mauricio | Rauld | Premier Law Group | Asset Placement, Checkbook IRA, Private Placements | (949) 296-7502 | ||
CA | Bradford | Dewan | Miller, Monson, Peshel, Polacek & Hoshaw | Single Member LLC Advisor & Family Owned Entity Advisor | (619) 239-7777 | ||
CA | Bryan | Holland | Law Office of Bryan Holland | (858) 451-0001 | View Website | ||
DC | Thomas | Kolb | Kolb & Associates | Business Transaction, Business Entities and Formation | (202) 856-7858 | ||
DC | Dorothy | Lank | Kolb & Associates | ROBS Transactions, Self Directed IRAs, Business Transaction, Business Entities and Formation | (202) 856-7857 | ||
DC | Richard | Matta | Groom Law Group | Large IRAs, ERISA, Group Benefit Plans, Institutional Clients | (202) 861-5431 | ||
FL | Kevin | Pillion | Co-Executor LLC | (941) 914-6000 | |||
FL | Howard | Stross | Stross Law Firm P.A. | Commercial Real Estate/Investment Real Estate | (813) 852-6500 | ||
FL | Kristen | Lynch | Fowler White Burnett | Single Member LLC Advisor & Family Owned Entity Advisor | (954) 377-8190 | ||
GA | Ty | Jordan | Jordan Law Firm LLC | (404) 474-4033 | |||
IA | Bruce | Willey | Bruce Willey L.C. | (319) 390-5555 | View Website | ||
IL | Matthew | Flamm | Flamm, TeiBloom & Stanko Ltd. | (312) 236-8400 | View Website | ||
IL | Jo Anne | Bruzgul | Bruzgul & Associates Ltd. | (312) 558-1850 | |||
IN | Eric | Harvey | HARVEY & ASSOCIATES, P.C. | Real Estate Development/ Investments | (317) 509-9480 | View Website | |
IN | Jeffrey | Jinks | The Jinks Corporation | (317) 478-7534 | |||
MA | Richard | Wise | Richard L. Wise & Associates | (978) 594-0678 | |||
MA | Daniel | Greenberg | Daniel Greenberg Counselor at Law | Business Law, Commercial Real Estate | (978) 264-4770 | View Website | |
MA | Kathryn | Windsor | McLaughlin & Quinn LLC | 1031 Exchanges, Estate Planning | (617) 426-5877 | ||
MA | Sean | Hagan | Long Knight, PC | Estate Planning, Complex Tax Law | (617) 752-2654 | View Website | |
MA | Frank | Bridges | Heritage Design Law LLC | Single Member LLC & Family Owned Entity Advisor | (617) 630-5700 Ext 1 | ||
MA | Natalie | Choate | Nutter | Estate planning, estates and trusts | (617) 439-2995 | ||
MA | Kathryn | Fryans | McLaughlin & Quinn LLC | 1031 Exchanges, Tax Planning | (617) 426-5877 | ||
ME | Barry | Brown | Barry J. Brown Attorney | Tax Law | (207) 879-7000 | View Website | |
ME | James | Houle | Berstein, Shur, Sawyer & Nelson | (207) 228-7268 | |||
MI | Daniel | Marsh | Daniel P. Marsh PLLC | (248) 687-1600 | View Website | ||
MI | Warren | Widmayer | Ferguson & Widmayer P.C. | (734) 662-0222 | |||
MI | George | Gregory | Law Offices of George W Gregory PLLC | Real Estate Tax Law, Private Equity Tax Law, General Tax Law | (248) 647-5700 | ||
NC | J. Scott | Dillon | Carruthers & Roth PA | (336) 478-1119 | |||
NC | Rick | Graves | Ascendor Wealth LLC | (910) 790-0122 | |||
NH | Raymond | D'Amante | D'Amante, Couser, Pellerin & Associates P.A. | (603) 224-6777 | |||
NH | John | Laboe | Laboe Associates PLLC | (603) 224-8700 | |||
NH | Bryan | Pellerin | D'Amante, Couser, Pellerin & Associates P.A. | (603) 224-6777 | |||
NY | Gerald | Wolf | The Wolf Law Group P.C.A. | (516) 887-9653 | |||
NY | James | Rice | Rice Law Group | Single Member LLC Advisor & Family Owned Entity Advisor | (212) 744-0500 | View Website | |
NY | Steven | Cancro | Law Offices of Steven Cancro | Real Estate Law | (914) 969-6222 | View Website | |
NY | Curtis | Dehm | The Dehm Law Firm P.C. | (585) 383-1860 | |||
NY | Shellie | Hart | Tax Law Office of Shellie H Hart Jr. | Retirement Planning, RE, Personal and Business Income Tax, & General Business Law | (877) 242-1542 | ||
NY | Alan | Kapson | Law Office of Alan Kapson | (718) 229-2400 | View Website | ||
OH | Gary | Gross | IRA Capital Partners LLC | (330) 576-6185 | View Website | ||
OH | Richard | Arnold | Day Ketterer | Full Service Firm: Estate Planning, Real Estate Law, Business Law, etc | (330) 458-2017 | View Website | |
OK | David | Carpenter | Carpenter Law Office | (918) 298-1001 | |||
OR | Garry | Schnell | Lawstein Attorneys at Law | (503) 245-5240 | |||
PA | Peter | Gilbert | HighPoint Law Offices | (215) 997-9773 | |||
SD | Terry | Prendergast | Redstone Law Firm | (605) 444-2805 | Email Me | ||
TN | J. Anthony | Bradley | The Bradley Law Firm PLLC | (901) 682-2030 | |||
UT | Matt | Sorensen | KKOS Lawyers |
| (435) 586-9366 | Email Me | |
UT | Paul | Hess | Strong and Hanni Attorneys | (801) 532-7080 | |||
WA | Christie | Drakeley | Drakeley PLLC | 401k Trusts and general tax law, Single Member LLC Advisor & Family Owned Entity Advisor | (206) 262-1040 | ||
WA | Richard | Tizzano | Richard L. Tizzano Attorney | (360) 697-7132 | |||
WA | Warren | Baker | Fairview Law Group, PC | Estate Planning, Business Consulting, Self Directed IRA Consulting | (206) 753-0305 | ||
WA | George | Smith | Smith & Zuccarinia | (425) 453-4455 |
This list is not a recommendation or an endorsement of any individuals or companies, rather it is a resource for investors to do additional research.