Menu Close

Adam Bergman

Adam Bergman is a the founder and CEO of IRA Financial Group and IRA Financial Trust, the latter being a custodian and leader in financial technology providing self-directed retirement plans. IRA Financial Group and IRA Financial Trust are the market's fastest growing providers of self-directed retirement plans. IRA Financial has helped over 17,000
clients take back control over their retirement funds and invest over $4.6 billion of retirement funds into alternative asset investments.

Mr. Bergman is also the owner of two leading pension administration firms. He is the author of 7 books on self-directed retirement plans and a leading voice in the self-directed retirement market. He is a frequent contributor to and is a member of the Forbes Finance Council.He has been interviewed on CBS News and has been quoted in over one hundred and thirty major news publications—among them Businessweek, CNN Money, Forbes, Bloomberg, USA Today, and American Lawyer—in the area of retirement tax planning.

Prior to starting IRA Financial, Mr. Bergman was a tax and ERISA attorney at White & Case LLP, Dewey LeBoeuf LLP, and Thelen LLP, three of the most prominent corporate law firms in the world. He received his B.A. (with distinction) from McGill University and his
law degree (cum laude) from Syracuse University College of Law. He then went on to receive his Masters of Taxation (LL.M.) from New York University School of Law. He is a member of the Tax Division of the American Bar Association and New York State Bar Association.