The Complete List of Advisors for Your Self Directed IRA Services

 

self directed ira advisors

 

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

  • Attorney
  • Tax Professional
  • Related Services

State

First Name

Last Name

Firm Name

Speciality

Phone #

Email

Website

AZ

David

Blank

David Blank, PLLC

(602) 324-9625

No Website

CA

John

Harvey

Expat CPA

(714) 939-7670

CA

Anita

Graziano

Anita J. Graziano, CPA

(707) 539-5697

CA

Daniel

Morris

Morris & D'Angelo

(408) 292-2892

CA

Richard

Smith

Richard Smith & Associates

(408) 446-5551

CA

Daniel

Kennedy

Daniel P. Kennedy, Inc.

(650) 577-2314

View Website

CA

Amanda

Han

​Keystone CPA Inc.

Single Member LLC Advisor & Family Owned Entity Advisor

(877) 975-0975

CA

Edison

May

Edison May, EA

(559) 277-5019

No Website

CA

Thomas

Lieb

Thomas J. Lieb Accounting Corporation

(310) 378-1248

CA

Frank

Trafton

England Financial Corporation

Individual and Corporation Taxes, Financial Statements, Payroll

(925) 463-0636

CA

Robert

Grant

Robert B. Grant, CPA

(949) 760-4058

No Website

CA

Craig

Froley

Froley & Associates Financial Services

(949) 489-2088

CA

Stephen

Ho

Stephen H. Ho

(415) 681-1888

No Website

CA

Everett

Meisser

Meisser & Seales, LLP

Single Member LLC Advisor & Family Owned Entity Advisor

(831) 458-1600

CO

Tina

Watson

Watson CPA Group

SDRAs, Retirement, business services

(719) 387-9800

CO

William

Humphrey

IRA Tax Services

Specializes in 990-T Preparation, Filing, and UBIT Advice

(303) 604-6466

No Email

CT

Jim

Jepeal

Jim Jepeal, CPA

Single Member LLC Advisor & Family Owned Entity Advisor

(860) 670-3733

CT

John

Culhane

John Culhane, CPA

General Taxes, Real Estate

(203) 268-4431

FL

David

Southwell

Creative Asset Protection Strategies Inc.

Main focus is retirement planning, other than that general tax

(305) 822-8161

FL

Patrick

Casey

Casey Law Office LLC

Single Member LLC Advisor & Family Owned Entity Advisor

(239) 498-6999

GA

M. Shane

Lovinggood

Lovinggood Law Firm, PC.

(706) 278-1767

IL

Marie

Dancu

KM Accounting Inc.

Single Member LLC Advisor & Family Owned Entity Advisor

(708) 261-8039

No Website

IL

Bret

Steffenauer

Steffenauer & Becker CPAs, Inc.

(618) 281-7723

No Website

MA

Andrew

Thorn

Andrew Thorn, CPA

(508) 653-1106

No Website

MA

Robert 

Beal

Robert M. Beal, CPA

(617) 969-9568

No Website

MA

Wayne

Nichols

Abrams Little-Gill Loberfeld, PC.

(617) 738-5200

MA

Peter 

Gilman

Peter J. Gilman, PC.

(617) 542-8100

MA

Paul

Dion

Paul Dion CPA

(508) 853-3292

NH

Geoff

Youngclaus

Youngclaus & Company PLLC.

(603) 964-2772

NJ

Dennis

Harabin

Summit Tax Service

(908) 864-0102

View Website

NJ

Robert

Whittemore

4Site

General Tax Law including RE, PP, Notes, etc., Single Member LLC Advisor & Family Owned Entity Advisor

(732) 319-7229

NJ

Frank

Boutillette

Withum

(732) 828-1614

NJ

Marc

Mauro

The Mironov Group

(732) 572-3900

No Website

NV

Skip

Swany

Giese Swany LLC

Real Estate, Small Business, General Tax Services

(775) 298-1051

NY

Fredrick

Towles

The Towles Group Inc.

General Tax Law including RE,PP, Notes, etc.

(516) 522-2676

NY

Paul

Kerantzas

Paul P. Kerantzas, CPA

(516) 248-3048

NY

Bernard

Reisz

ReSure LLC

IRA-LLC, Solo 401K, Prohibited Transactions, UBIT/UBTI/UDFI, 990-T, 5500, Investment Analysis

(888) 378-6639

NY

Winnie 

Lee

Self Directed Roth IRA LLC

International Taxes, Private Equity Tax and formation, Tax resolution

(212) 757-2595

No Website

OH

William

Deutchman

William Deutchman, CPA

General Tax Law, Unclaimed Funds, Single Member LLC Advisor & Family Owned Entity Advisor

(216) 612-1120

OR

Michael

Lortz

Geffen, Mesher & Company PC.

(503) 445-3368

TX

Nathan 

Ross

Morgan Ross PLLC

(713) 589-8727 x101

No Website

TX

Edward 

Lustberg

Edward J. Lustberg, CPA

(972) 437-0710

TX

Priscilla

Jones

Herland LLC

(512) 635-7571

No Website

VA

Nick

Potocska

Nicholas L Potocska, CPA. PC.

(757) 366-9818

VA

Kevin

Mele

Kevin A. Mele, CPA PC.

Single Member LLC Advisor & Family Owned Entity Advisor

(540) 297-4204

WA

Howard

Choder

Howard Choder

General Tax to Include Business, RE, PE, etc.

(206) 323-1066

WA

Eric

Wikstrom

Integrated Wealth Strategies

 

(206) 949-8236

No Email

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.