Scott Maurer, CISP—VP of Business Development

Whether you’re an individual investor or someone raising capital, self-directed IRAs can help you fulfil your goals.

Watch this video to learn how I can help.

I’m Scott Maurer, Vice President of Sales for Advanta IRA and a recognized expert in the field of self-directed IRAs. With a law degree from the University of Florida and as a designated Certified IRA Services Professional (CISP), my keen understanding of rules and regulations fuels my passion for educating others on the power of investing in alternative assets using self-directed IRAs.

I am a frequent guest on retirement and investing webinars and podcasts. I have shown thousands of individuals how to achieve financial freedom by teaching them how to use their retirement funds to invest in private placements, real estate, private lending, and more. Throughout my two decades in the industry, I have watched numerous unique investments unfold, giving me a great perspective of what is possible when people take control of their retirement funds and investing decisions.

Personally, I walk the walk—utilizing my self-directed accounts to invest in real estate and start-up companies.

If you are looking to raise capital, although I am not permitted to help you solicit funds from investors, I can help you and your investors understand the benefits of using their retirement funds for your investment. From educational resources, customized marketing collateral, and a dedicated account manager, the Advanta IRA team is here to assist you through the investing process.

If you have questions or are ready to get started, give me a call 800.425.0653 X 1123, email me, or use the link below to schedule a consultation.

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Accounts that can be used

Individual Accounts

  • Traditional IRA
  • Roth IRA
  • HSA – Health Savings Account

Employer Accounts

  • Solo 401(k)

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Alternative Investment Options

Alternative assets can potentially build wealth at a faster pace than traditional stocks, bonds, and mutual funds. With a self-directed IRA, you and your financial team choose your investments.

Real Estate

  • Residential
  • Commercial
  • Agriculture
  • Oil and gas
  • Land speculation
  • Debt leveraged or not
  • Partnership options

Promissory Notes/Private Lending

  • Origination loans
  • Purchase discount notes
  • Fractional or whole notes

Private Equity

  • Start-ups
  • Venture capital
  • Impact investing

Other Alternative Assets

  • Cryptocurrency
  • Precious metals
  • Futures and Forex
  • Livestock
  • Sports teams
  • Movies
  • Commodities
  • And more…

Learn with Scott Maurer

Below are recorded webinars on some of my favorite self-directed topics. Advanta IRA also has an investing podcast, weekly articles, and other educational resources for you to learn about self-direction.