Build Wealth Your Way
with Self-Directed IRAs

I have really enjoyed investing with Advanta IRA. Very responsive representatives, including my current advisor, Sarah. Some good educational programs, in addition to allowing me to manage my real estate IRA investments.

—Michael

I had a chance to speak with David today. Though he wasn't assigned to me as my account rep, he took the time to answer all my questions. He was patient, professional, and very polite. He was a difference maker in the way the rest of my day turned out. Advanta IRA is very lucky to have David representing them.

—Bill

What a trip we’ve been on! A first for both of us. Could not have done it without Tyler Flanders. He was responsive, diligent, and focused. Between being in Canada and wiring to a large US brokerage firm, the light at the end of the tunnel is close. I have dealt with many people in the past, but he really stands out. I appreciate competence and tenacity like his. I hope he is assigned to my account for a lengthy future. Thank you again.

—Larry

In my 15 years working with the experts at Advanta IRA, I confer the highest confidence upon Advanta IRA. With my account manager, David, my personal experience is just that. Personal. It's rare to find a services company that treats you holistically. As a result of that culture, my account managers, the back office support staff, and yes, even the founder, transcend and outperform any other financial services firm I have dealt with. Your finances will be in good hands! My confidence and recommendation is the highest grade I give. Few service companies are as stellar as Advanta IRA.

—John

I have dealt with Advanta IRA for many years. I can honestly say they have provided the best, most consistent customer service of any provider that I have interacted with. They are a reliable company, and I appreciate their attentiveness to my account.

—Robert

Throughout my investment business, I work with a lot of different IRA companies. I have yet to find another custodian that is so responsive and affordable as Advanta IRA. They're my custodian, and I recommend them to everyone.

—Erik

This is the IRA custodian to work with if you are doing self-directed IRA investing. They are easy to work with and they understand all of the little details that make self-directed IRA investing 100 times easier than working with anyone else. They are also really good about making sure I don't drop the ball in getting all the paperwork done, all the t's crossed and the i's dotted. They actually pay attention and look out for their clients.

—Kent

Hayden Harker was immensely helpful, prompt, utterly professional and respectful and her service was outstanding with great results - their company's flexibility enabled me to invest passively in some cutting-edge retirement investments, which I greatly appreciate~ Thank you Advanta IRA and Hayden. Most gratefully appreciated.

—Priya

Jonathan worked with our advisory team on a project that allowed us to help a client in a project with multiple investors and a number of moving parts. He stuck with the project as there were adjustments made along the way, and timing that was critical. Thank you for working so hard to see this through!

—Scott H.