Overland Advisors

Overland Advisors is a modern financial advisory firm built for those who want more than the status quo.We specialize in helping individuals and business owners unlock the full potential of self-directed IRAs and 401(k)s, giving you the ability to invest in real estate and alternative assets—just like the ultra-high-net-worth have done for decades. We believe financial planning should start with a conversation, not a product pitch. That’s why we begin every relationship by sitting down with you to understand your values, goals, and vision for the future. Whether you’re aiming to build generational wealth, create passive income, reduce taxes, or exit your business one day, we design a plan to get you there—step by step. Our expertise lies in guiding clients through the often-overlooked world of self-directed retirement accounts. These powerful tools allow you to take control of your retirement funds and invest in assets you understand—especially real estate. From rental properties to private placements and real estate syndications, we help you use your retirement dollars to build tangible, income-producing portfolios. Real estate offers unique benefits in retirement planning: consistent cash flow, long-term appreciation, and tax advantages like depreciation and 1031 exchanges. And when held in a self-directed IRA or solo 401(k), those benefits can grow tax-deferred or even tax-free. But we don’t stop at investments. We offer holistic financial strategies that look at the full picture—retirement planning, risk management, estate coordination, business strategy, and more. At Overland Advisors, we help you move beyond the basic advice and into a tailored, intentional wealth-building plan that fits your life. It’s time to use your money the way the wealthy do—with purpose, control, and confidence.