Who We Are

Helping you take control

Quick fact: We are a leading provider of self-directed retirement accounts including ROBS 401k plans.

Our history includes 30 years of combined experience between our owners.

Our highly experienced owners are hands-on alongside expert team members servicing all 50 states.

How We Are Different

We focus on our clients

We exist to help clients take control  over their retirement funds, not to sell them investments. This results in lower fees for our clients and more money for their investments and for use towards their businesses.

As a client service-focused company, we promote sound investment principles, by providing  unbiased information so you can make informed investment decisions.

Our Clients

Serving all types of investors

Regardless of whether you are a small business owner, aspiring entrepreneur or alternative investor, we are passionate about helping you take control of your retirement savings to secure your future and achieve your goals.

We are proud to have helped countless clients find success.

Community Involvement

Supporting our communities

Our team donates significant time and energy to worthy causes such as feeding the hungry, supporting children’s charities, valuing the service of our veterans, and supporting education.

Giving back to our community is an important part of who we are and what we do at My Solo 401k Financial.


Fast facts:   
In business since 2009
Serving clients nationwide
Over 6,000 clients