Adam Bergman

Adam Bergman is a tax and ERISA attorney, entrepreneur and one of the leading experts in self-directed retirement planning. He is the founder of IRA Financial, a financial services firm specializing in self-directed retirement accounts that allow individuals and small-business owners to invest retirement funds into alternative assets. Adam founded IRA Financial in 2010 after discovering firsthand how limited, expensive and outdated self-directed retirement solutions were, despite the flexibility permitted under the U.S. tax code.

Leveraging his legal background and deep knowledge of retirement and tax law, he built IRA Financial to combine education, compliance and technology in order to make alternative investing for retirement more accessible and easier to manage.

Under Adam's leadership, IRA Financial has grown to serve more than 25,000 clients nationwide and administers over $4 billion in alternative retirement assets. He is the author of nine books on self-directed retirement strategies and has produced thousands of educational articles and videos focused on retirement tax planning and investor education.

Adam is a widely cited authority in the retirement and tax planning space. He has been interviewed on CBS News, is a frequent contributor to Forbes.com and has been quoted in more than 130 major publications, including Bloomberg, Businessweek, CNN Money, USA Today and American Lawyer.

He holds a JD, cum laude, from Syracuse University College of Law and an LLM in Taxation from New York University School of Law.