Greg Herlean is the founder of multiple companies that serve to enhance the financial lives of American investors. Greg’s core principles include the use of self directed retirement vehicles to invest in alternative assets and passive real estate investment vehicles. Self Directed investing can be an exhilarating and rewarding experience. It means embarking on the path to true personal wealth management. Greg is a much sought-after platform speaker on the topics of capital development, investment growth through use of self directed IRA vehicles, and estate planning. Greg's focus is on presenting how self-directed retirement accounts work - a strategy that allows investors the choice to choose and direct their funds based upon their own direction, building for a stronger financial future.


Greg is different from other financial experts
because his passion is in connecting people,
knowledge, investments and capital. All his
companies were founded on the goal to empower
Americans to take control of their investment
money and achieve long term financial success.

Smarter Investing Strategies

Alternative assets lie outside of the stock market and bring balance and diversity to your retirement portfolio.

How to Build Wealth

Invest in what you know! Put your knowledge to work for you and reap the benefits, watch your returns grow.

Plan for Retirement

Combine the tax advantages of your retirement accounts with your investing strategies to maximize returns.

Live Life the Way you Want

Being financially free and living your life the way you want, being able to do what you want when you want.

Contact Greg


11 Best Tax-Free Investments to Build Wealth

Few people build wealth on salary alone. Instead, investments compound earnings by putting money to work passively.  However, it’s important to remember that how much you keep is more important than how much you make. Risk and taxes are the two causes of investment losses, but there’s no safer investment than a tax-free investment.   Allowing your portfolio to grow tax-free…

The Five Best Retirement Accounts for Self-Employed

Unlike workers, self-employed business owners and freelancers often need to figure out their retirement plans on their own. While some of the rules and regulations surrounding IRAs and 401(k)s can appear a bit confusing, finding the right retirement plan for self-employed people is simple.  What’s more, it’s even possible to create a match plan for employees if you own a…

Self-Directed IRA Rules, Assets, and Prohibited Transactions

Uncertain market conditions can make even the best investors question their retirement decisions. While there are many flashy investments for retirement planning, the best types of investments are proven ones.  While a traditional IRA provides offers a proven portfolio of investments with steady long-term growth, sometimes investors want an extra cushion against inflation or something more stable. Unfortunately, traditional and…