About Us

What Makes New Direction
the Best Self-Directed IRA Provider?

 

1  Trusted provider of self-directed IRAs and HSAs

 

2  Experienced self-directed account experts

 

3  Industry leader in account technology and client services

 

4  Service that works in conjunction with your existing financial team

 

5  Source of information throughout the life of the account

 

6  Prompt and personal service throughout investment process

The New Direction Team

 
About Us
   

Why Use Us?

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Expertise

  • 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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Testimonials

  • 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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Fees

  • 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

  • Investment due diligence is the responsibility of  the account holder.
  • Discover the resources you can use to exercise due diligence with your self-directed IRA investments
Learn more
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