About Safeguard Advisors

Empowering Investors with Self‑Directed IRAs, Solo 401(k)s, and Alternative Investments Since 2005

Update

We want to inform you of an exciting change regarding your self-directed retirement plan.
Effective immediately, Safeguard Advisors is transitioning its plan facilitation services to Sense Financial, a highly respected provider with over 40 years of combined experience in the self-directed retirement space.

This transition will enhance your experience by providing:
Improved service with dedicated support
Plan document maintenance and updates
A state-of-the-art client web portal
Unlimited client support
‍
What’s NOT Changing?
‍Your self-directed banking services will remain the same
There will be no change in pricing for these services
There will be no cost for this switch

Sense Financial, led by its founder and president Dmitriy Fomichenko, has been serving clients since 2010 and is well known for their expertise and client-focused approach. Their team is fully equipped and eager to provide you with the support you need.

If you have any questions about this transition, please contact Sense Financial at clients@sensefinancial.com or (949) 228-9394.

Our Journey

Our milestones and achievements over time

2005
Company founded

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.

2021
First major expansion

In 2021, we expanded our offerings to include diverse investment options. This allowed our clients to diversify their portfolios further.

2024
New partnerships formed

In 2024, we established strategic partnerships to enhance our service offerings. These collaborations have enriched our clients' experiences.

2025
Innovative solutions launched

In 2025, we introduced innovative solutions tailored to our clients' needs. Our focus remains on providing exceptional value and service.

TESTIMONIALS

What our clients says about us

Worked with Safeguard to set up a self-directed IRA. VERY helpful and thorough through the whole process. Appreciated the professionalism and knowledge as we talked about the many questions we had. Would highly recommend Safeguard as a place to do business!
Bruce B.
– Fishers, Indiana
I got a lot of important information about the industry and the benefits of going with a Company like Safeguard Advisors. I liked the reduced expenses and the freedom to have more control over the process. Ultimately it was the professionalism, thoughtfulness and care exhibited by all the employees involved in the onboarding process. I look forward to having the resources available to me with my investments and highly recommended this service.
Jeff M.
– Corona, California
Thank you for helping me setup my SDIRA. I knew establishing one was the best thing I could do to accelerate my retirement portfolio. You gave me the confidence to pull the trigger knowing I had the right team working for me!
Todd L.
– San Jose, California
I set up my plan for a Self-Directed IRA with Safeguard and am very happy with the service I received. They were very helpful at every turn and always there to help if needed. My advisor explained things so even the most unfamiliar customer could understand the plan and process with ease. I would recommend this company very highly. I think they are a very professional outfit and truly do have the best interest of their clients in mind.
Lief J.
– Lakewood, Colorado
I can’t explain how excited I am regarding this investment strategy. I’ll be 50 in a few months, and a year ago my idea of planning for retirement had many “what ifs”. This has opened the door to a better path of retirement planning on the investment side than I have ever seen. By the way, I have a Bachelor’s degree in finance with an emphasis in investment. They never taught this.
Doug R.
– St. Louis, Missouri
Safeguard is great! Highly recommend them. Very efficient and knowledgeable. Excellent customer service. Answered all my questions quickly and expertly.
Lance R.
- Fulshear, Texas
Safeguard Advisors provided excellent service and an excellent product. They were prompt, courteous, knowledgeable, and professional in all points of contact. I highly recommend them if you are considering a checkbook IRA.
Cheryl N.
- Lexington, Virginia
I set up a self directed IRA with Safeguard and the entire process could not have been easier. They guided me every step of the way and were always available to answer any questions I had. I highly recommend Safeguard!
Allan E.
- Bristol, Wisconsin
"It has been a pleasure working with Safeguard Advisors. They have been prompt, professional, courteous, informative and spot on regarding the setup of my Checkbook IRA. Follow up communications have been quick and extremely helpful. I can’t recommend Safeguard Advisors highly enough."
Jeff R.
- Birmingham, Alabama
" As usual, even greater concentration of pertinent info than I hoped for. Much appreciated and very helpful."
David M.
- Longwood, Florida
" Thanks. I love working with people who do what they say they are going to do!"
David H.
- Ormond Beach, Florida
It took me 2 years to make the plunge and get started with a self-directed IRA, but Safeguard made it easy! I was rolled over and invested in an apartment complex in less than a month even while I was overseas.
Joshua L.
- Eagle River, Alaska
" You assisted me with setting up a self-directed IRA in early 2019. I know I mentioned it at the time, but I still think it was one of the most positive professional experiences I’ve ever had. Everything was very well-organized and you and your team were incredibly responsive! "
Andrew M.
- Pittsburgh, Pennsylvania
" I want to thank you for your support, help and guidance in this endeavor. I invested $400,000 in purchasing rental properties. Over the years I collected around $600,000 in rent and then sold the properties for $1.5 million. I just wanted to share my success story and thank you for your help. "
Ron M.
- San Diego, California

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