About Us2018-12-03T17:30:03+00:00

About Refined Advisors

Since 1978, our Advisors have consulted with large institutions and corporations, and offer that expertise to the individual investor – whether for IRA custodial accounts in Precious Metals, FLEX IRA plans with physical gold and one of our Real Estate offerings, or a “customized family plan” for your specific needs.

Let us know your goals – we have a “Free Consultation Offer” – simply email or call for a confidential discussion with a Professional Advisory – our firm will not connect you to a “phone room or call center”—our Institutional Experts are available to everyone with at least $ 50,000 in IRA or 401K retirement assets.

Please inquiry to discuss a personalized  “Retirement Security Plan” -tailored for you and your family.   Retire with Security !    GET a FREE DVD now, and inquiry to receive your complimentary consultation

Institutional Expertise:

  •  Merrill Lynch Wealth Management
  • Morgan Stanley Wealth Management
  • JP Morgan Private Client
  • Fidelity Investments Institutional
  • Guggenheim Partners
  • Blackrock Advisors
  • Vanguard Institutional
  • Charles Schwab Institutional
  • TD Ameritrade Institutional
  • Equity Institutional Trust IRA
  • Strata Trust IRA
  • Goldstar Trust IRA
  • Kingdom Trust  IRA