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Independent IRA

GIVE US A CALL 619-432-4555

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Alternative Retirement Solutions

Our investment approach is based on proven industry expertise to ensure you always receive the best guidance.

Our Services
Get In Touch

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IRA Custodial Services
For alternative investments using a self-directed IRA

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Checkbook Control
For self-directed IRAs

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Solo 401k Services
For business owners

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ROBS plans
For putting money into your own business

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Brian Davis

ABOUT US

Independent IRA is a one-stop shop for all your self-directed IRA and 401(k) needs. We exist to help investors who need self-directed IRA custodial accounts and those who want full control of their IRA. We do this by providing entity creation for checkbook IRAs and self-trusteed solo 401(k) plans.

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What Others Are Saying

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Thanks to Brian's encouragement of setting up a solo 401K, I have more control over my money and, most importantly, I have saved a lot of time and money due do no annual fees, no wire fees, and no phone calls or emails back and forth with custodians!

Jay S May 19, 2016

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I have been a loyal client of Brian Davis for the past three years. He has impressed me on every occasion with his professionalism, responsiveness, and knowledge of industry. The level of service I have received from him is truly outstanding.

Jacek N May 19, 2016

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Brian was absolutely great! Not only did he hold my hand through the entire process, he also made sure that ALL the details were taken care of; from coordinating with others that were ensuring that I could get the funds into an account that I could control, to spending over an hour on the phone with the IRS to correct an issue. Overall, Brian gave top notch service and attention; all my needs were met.

Melissa C May 19, 2016

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