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
- Related Services
State | First Name | Last Name | Firm Name | Speciality | Phone # | 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.