About Us

Who is New Direction IRA?


1Trusted provider of self-directed IRAs and HSAs


2Experienced self-directed account experts


3Industry leader in account technology and client services


4Service that works in conjunction with your existing financial team


5Source of information throughout the life of the account


6Prompt and personal service throughout investment process


Why Use Us?

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  • Nationally known experts in the field
  • Experience with all available assets
  • In Business since 2003
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We Serve You

  • New Direction provides the account service, education, and the bookkeeping
  • You choose the investments
  • We do not take a percentage or make money on the assets that you choose for your IRA
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Online Account Access

  • We are an industry leader in online self-directed IRA account access
  • Features like free online bill-pay and eCheck deposits.
  • 24/7 account information
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Great Education Opportunities

  • Live presentations, recorded webinars, workshops, and articles all free
  • Our website is constantly updated with new and current information
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Competitive Fees

  • We charges fees only when our accounting services are actuated by account movement
  • Fee structures are easy to understand
  • No hidden fees
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A + Better Business Bureau Rating

  • We are dedicated to quality customer service
  • Our A+ BBB Rating reflects the care and efficiency with which we treat our clients
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Exceptional Knowledge Base

  • We are experts in the field of IRS guidelines related to retirement accounts
  • Knowledgeable staff available to assist you with any questions
  • We guide you through the process from start to finish
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Prompt Transactions

  • Proven track record of on-time transactions
  • The documentation your IRA needs and on-time

Learn More About New Direction IRA

Our History

  • We've come a long way from our first basement operation in 2003 to our present location in Louisville, CO
  • Our current office houses over 70 employees and holds close to 1.1 billion dollars in IRA assets under administration
  • Learn about New Direction's origin story, milestones of growth, and who we are now
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Our Office

  • Located just twenty minutes from Denver and ten minutes from Boulder, the New Direction office headquarters is where all your account activity is centered
  • Learn about New Direction's various departments and their roles
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  • What our account holders say about New Direction IRA matters
  • Read and share testimonials and stories of experience with New Direction
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Our Management

  • Our Principals Department is headed by seasoned self-directed IRA industry experts, Bill Humphrey and Catherine Wynne
  • Read about Bill and Catherine's background stories and range of diverse and relevant experience
  • Our Management Department provides leadership support for the entire new Direction operation
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  • We disclose fees up front so investors can compare and calculate net return
  • Learn more about New Direction's self-directed IRA fees and services
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Due Diligence

  • Due Diligence is the responsibility of both the account holder and New Direction
  • Discover the resources you can use to exercise due diligence with your self-directed IRA investments
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