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Founder of IRA Financial Group & IRA Financial Trust Company

Adam Bergman is a recognized self-retirement expert.

He’s published 7 books on the topic of retirement plans and taxation, is a frequent contributor to Forbes, has been quoted in over 250 major publications, and helped over 12,000 clients establish self-directed retirement plans to make alternative asset investments.

Prior to founding the IRA Financial Group and IRA Financial Trust Company, leading providers of self-directed IRA & 401(k) plans for alternative asset investments, he worked as a tax and ERISA attorney at some of the world’s most prestigious law firms, such as White & Case LLP. Adam is a long-time cryptocurrency investor and a passionate advocate for the powers of blockchain technology.

He’s  currently working on several exciting projects, including a new video series and podcast. Check out his existing podcast at Adam Bergman Talks.

Stay up to date

Check out Adam Bergman's online content to learn more about self-directed retirement and more!


See what Adam has to say on the IRA Financial Group Blog.

Forbes Finance Council

Adam Bergman recently joined the Forbes Finance Council.


In addition to the FFC, Adam contributes regularly to Forbes.


Learn more about Adam's books on self-directed retirement.


Adam records 1-2 podcast a week, and will start filming them soon.


IRA Financial Group is revamping its YouTube Channel. Stay tuned!

In the news

Adam's been featured in many publications; these are some of the most notable.