The Advanta IRA Advantage

Capitalize on The Advanta IRA Advantage

Advanta IRA is the first choice of investors who want unparalleled, one-on-one service for their self-directed retirement plans. As a leader in self-directed account administration with more than $2.5 billion in client assets under management, Advanta IRA delivers expert, professional service with a personal touch.

What does this mean? For the lifetime of your account with us, you work with a dedicated account manager.

The Advanta IRA Advantage is a level of service that is unmatched in our industry. Your account manager knows not just your name, but is familiar with all of the details of your accounts, your investments, your hopes and dreams. Your account manager provides expert administration of your transactions and ensures compliance with IRS regulations. We handle your account details, so you can focus on finding investments.

When you choose Advanta IRA you get

  • Industry experts: We have more than 20 years of experience and success in our industry. Our staff is comprised of attorneys, Certified IRA Services Professionals (CISP), and Self-Directed IRA Professionals (SDIP).
  • Unparalleled customer service: Each client has a dedicated account manager to handle all aspects of their account throughout the investing process.
  • Free educational resources: We provide weekly seminars and webinars, blogs, case studies, and videos to help you maximize your retirement investments.
  • FDIC protection: All uninvested cash in your Advanta IRA is held exclusively in FDIC insured institutions, up to applicable limits.

Professional advisor works with a happy couple to provide investment strategy options