We’re changing the way people retire
Our mission
At Safeguard Advisors, our goal is to empower investors to take control of their retirement savings and achieve better outcomes by investing in areas they understand.
Since our inception in 2005, we have focused on delivering self-directed retirement plan structures that enable individuals to grow and secure their retirement savings.
This commitment to client empowerment has established Safeguard Advisors as a trusted name in the industry.
By providing the necessary tools and resources, we help investors unlock the full potential of their retirement accounts and take confident steps toward shaping their financial future.
Educators First
Your self-directed retirement plan is simply a tool. In order to get the most out of that tool, you need to know how to use it properly and effectively.
Our process starts by learning about you and your investment goals. We then help you to understand your various options and identify the most suitable plan format to achieve those goals. This process allows us to develop a strategy for quickly and efficiently putting your plan into action.
Most questions can be quickly answered through our online Learning Center, which is designed to help you navigate IRS rules, contribution limits, and common investment scenarios with ease.
When you need more personalized help, our team is also available to provide plan-level support to help you use your account confidently and stay on track.
Always Innovating
Safeguard Advisors did not invent the concept of self-directed retirement plans with checkbook control. When we started in 2005, however, we were one of the very first firms to specialize in this service and utilize the power of the internet to bring these little-known structures previously only available to the very wealthy within reach of individual investors.
We’re flattered to see the many firms that have followed in our footsteps and helped develop a robust industry around this once-novel concept.
Over the years we have continued to evolve our business in ways to deliver the most comprehensive set of self-directed plan formats in the industry. We also continue to leverage technology to create efficiencies in our processes, make ourselves accessible to our clients, and ensure the highest level of data security.
Superior Value
Providing a great service to each and every client we work with is important to us here at Safeguard. We also understand that cost is important, and strive to deliver our services in the most efficient and cost-effective manner possible.
We are confident that when you evaluate the full range of professional plan setup and ongoing advisory services we provide, you will see that Safeguard Advisors represents the best overall value in the industry.
But don’t just take our word for it. Ask our clients. About 40% of our business comes from client referrals. This tells us we have delivered on our promise to those clients and earned their trust and recommendation as a result. To us, that is our number one indicator that we are executing on our mission.
Our milestones and achievements over time
In 2005 we laid the foundation for new approach to retirement investing. Our mission was to empower individuals with self-directed options with complete checkbook control.
In 2021, we expanded our offerings to include diverse investment options. This allowed our clients to diversify their portfolios further.
In 2024, we established strategic partnerships to enhance our service offerings. These collaborations have enriched our clients' experiences.
In 2025, we introduced innovative solutions tailored to our clients' needs. Our focus remains on providing exceptional value and service.
What our clients says about us
