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Roth Academy

The Berry Story

They Could TakeThe Business.Not The Man.

A father who rebuilt. A son who was watching. The reason Roth Academy exists today.

Read Our Story

Tim & Kevin Berry

Two Generations. One Standard.

Before There Was A Next Chapter

I Was The KidWatching Him Rebuild.

Before I led Roth Academy, I watched my father keep a family moving while he put his own life back together.

I watched the moves, the pressure, the law books, the work that followed him from one place to the next.

As a kid, I didn't understand the tax code. I understood that my dad kept working, and that even when things were hard for us, he still cared about getting the answer right for somebody else. That is where this company really begins.

“I understood that my dad kept working.”

01The Choice

He Learned How To Sell.He Chose To Serve.

Early in his career, Tim saw how powerful a sales pitch could be, and the distance between what people were promised and what they actually received.

He wanted a different kind of career: one interested in what came after someone said yes. He kept studying, kept doing the work, and built something built to last.

02The Break

The Future Changed.The Responsibilities Didn't.

Then came a painful break with people he had trusted for years, decisions that left him without the business he believed he had helped build.

There was still a family to raise. So he started again, moved again, and took the work in front of him. There was no clean reset, only showing up.

03The Craft

Every Hard QuestionGave Him Something Back.

Over the years, the difficult cases became experience. Tim built his work around self-directed IRAs, 401(k) plans, trusts, and the decisions that connect them.

He remained the same person when somebody needed help: one question often became a longer conversation, because he wanted to finish the thought.

04The Son

I Didn't Want To Change My Father.I Wanted To Build Around Him.

I saw what happened when a generous person carried too much alone: questions, scheduling, follow-up, every loose end reaching the same person.

I wanted his knowledge to have a stronger home. That became my job: build the company, organize the client experience, and give the professional room to think.

What Remained

They Couldn't TakeWhat He Knew.Or Who He Chose To Be.

The knowledge stayed. The responsibility stayed. And the man who wanted to help people kept showing up.

Tim and Kevin Berry in conversation

The Next Chapter

Hard-Earned Knowledge.A Stronger CompanyBehind It.

Today, I lead Roth Academy. Tim handles much of the attorney work. Our team connects the first conversation to the right professional, the agreed work, and the next step.

We are building a company that carries this standard forward: self-directed retirement plans for people taking their first step, and coordinated professional work for questions that go further.

  • Company Leadership

    Kevin Berry

    Direction, operations, and the client experience.

  • Legal Experience

    Tim Berry

    Attorney work, analysis, and education.

  • Client Follow-Through

    The Roth Academy Team

    Intake, coordination, and the work around your engagement.

What This Means For You

The Story HasTo Show Up In The Service.

  1. 01

    A straight answer

    We begin with the facts. If a question needs more work, or a proposed direction isn't appropriate, that belongs in the conversation.

  2. 02

    An agreed piece of work

    Know the provider, scope, deliverables, fee, and responsibilities before the engagement begins.

  3. 03

    People who know the next step

    A coordinator keeps the work organized. The assigned professional focuses on the questions that need their judgment.

  4. 04

    A relationship with a future

    Complete the agreed work properly. Keep useful records. Define the next phase when you need it.

See the process behind the promise

Why We Keep Building

My Father Kept GoingFor His Family.Now We Get To BuildSomething That Lasts.

We know what it takes to start over, and what it means to have people counting on you. When you bring us something you've worked hard to build, we remember there's a life behind it.

That is the standard we intend to earn, one client, one engagement, one kept commitment at a time.

Kevin Berry

Roth Academy

Desk detail from Tim Berry's practice

From Interest To Funded Account

How A PlanGets Set Up.

  1. 01

    Choose Your Plan

    Tell us your goals and we'll confirm whether a self-directed 401(k) or IRA fits.

  2. 02

    Complete Your Setup

    Sign your paperwork and get your account established with our team's help.

  3. 03

    Fund Your Account

    Move or roll over funds into your new account, ready to invest in what you understand.

See the full process

A More Independent Tomorrow

Make It Count.

Your goals deserve more than a standard plan. Open a plan and put your retirement money to work.

Open a PlanAsk a Question