Your dream is our deliverable

Headquartered in Denver, Colorado, Directed Equity was founded in 2004 to help entrepreneurs fulfill the dream of small-business ownership. We are a team of attorneys, CPAs, commercial financing experts, seasoned entrepreneurs and franchise executives that specialize in self-directed 401(k) funding and other financing solutions for entrepreneurs and franchisees.

Assisting hundreds of clients nationwide every year, helping to rewrite the standards for self-directed 401(k)s and supporting the economic driver of small business, Directed Equity has over a decade of developing specialized financing solutions as well as tax planning strategies to help clients to achieve their immediate and long-term goals and objectives.

It’s our passion to help entrepreneurs who aspire to build a business and be their own boss. It’s our mission to provide the tools they need to achieve the success and reward themselves with the lifestyle and retirement they deserve.