Speak with a Broad specialist:
(800) 395-5200Schedule a CallOpen an Account
Speak with a Broad specialist:
(800) 395-5200Schedule a CallOpen an Account

Who We Are

Broad Financial is the industry leader in Self-Directed Checkbook IRA plans with over 20,000 clients in all 50 states and thousands of five-star online reviews showcasing our stellar client support.

What We Do

Broad Financial provides self-directed investment accounts with checkbook control. Broad Financial’s retirement accounts have helped everyday investors create more wealth and greater security for retirement by investing in assets like real estate, cryptocurrency, private companies, and more. By creating a specialized, IRS-approved entity for your IRA investing, Broad Financial gives you the freedom to manage your investments without having to contact the custodian for each transaction. Our fees are never based on your account value, so you never pay more for being successful.

Why? We believe that a portfolio diversified with alternatives will help you reach your retirement goals, and want to provide you with a pleasant journey getting there.

How do we do this? By giving you checkbook control of your retirement account and amazing support for any questions you may have along the way. This way, you will be able to achieve financial growth in your retirement account.

Why Does This Make Us Different

Self-Directed Investing One-Stop-Shop
At Broad Financial, we bring the entity creation, support, and custody of your checkbook control Self-Directed IRA together for a seamless experience. Our sister company, Madison Trust, is the highest-rated Self-Directed IRA custodian in the industry. Together, we provide everything you need to start investing your way.

Alternative Asset Expertise
The Broad Financial Onboarding Specialists have experience with an extensive range of asset classes. We will guide you through the process of  selecting the right self-directed plan for your investment and get everything up and running so you can start investing.

Dedicated Client Support Team
Once your account is set up, our dedicated client support team is here to answer any questions you may have about the self-directed investing process. See the difference that live guidance can make.

How We Got Here

Broad Financial was founded in October 2004 as a private real estate firm focused primarily on the development of residential, retail, and industrial real estate along the East Coast. Then in January 2009, our focus was greatly broadened, reaching far beyond real estate.

Here’s our story:

Although our focus has always been on real estate, our IRAs, like most other taxpayers, were invested exclusively in Wall Street products (stocks, bonds, and mutual funds). Why? Because for years we were told that IRAs are limited to those types of investments. We always wanted to diversify our IRAs into the world of real estate and other non-Wall Street investments, but we went along with what we were told. That was until the market crashed in October 2008 and our retirement accounts lost nearly 40% of their value. We were then determined to gain control of our IRAs, divest them from Wall Street, and invest them directly into real estate where our returns remained positive. And so we did. In January 2009, we learned how to upgrade and “self-direct” our IRAs, and we successfully re-invested them directly into real estate – an asset class we know well, and believe in. When boasting to friends and colleagues, they all asked the same question, “Can you upgrade my IRA too?” Why only help friends and colleagues, we thought, let’s help all taxpayers. And so we did. We fine-tuned our ULTIMATE IRA® and paired it with our ULTIMATE SOLO 401K® (for self-employed persons) and brought both of them to market.

However, the story didn’t end there.

After 5 years of working with a separate IRA custodian on the west coast, we realized that our product would be optimized by establishing a sister company, Madison Trust Company, to serve as a dedicated custodian and lifelong support system for our customers. The creation of Madison Trust helped to fully deliver our vision for unparalleled customer service and a hassle-free experience for all prospective investors.

Find Out More

Do you have questions about self-directed investing process? Speak with a Broad specialist to get answers.

Schedule a Call

Apply Online

Start diversifying today with a Self- Directed IRA. You can apply online in just ten minutes.

Apply Online

Contact Us

One Paragon Drive
Suite 270
Montvale, NJ 07645

Phone: (800) 395-5200

Mondays – Thursdays: 8:00 am – 6:00 pm EST
Fridays – 10:00 am – 4:00 pm EST


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