Our vision is a world where people have discovered what is possible
We provide comprehensive planning for every stage of your life built on a purpose-driven relationship with money
ABOUT US
The default investing experience is fraught with speculation and gambling – often unknowingly by the investor – resulting in lack of peace of mind, frustration and fear. Our mission is to create a path to transform people’s relationship to money and investing. This requires an approach that develops investors to be prudent and disciplined throughout an entire lifetime.
Ben Harper
CEO & Investor Coach
Martin Conner
Investor Coach
Todd Turk
Investor Coach
Ashley Martin
Account Services Specialist
Our approach to investing is based on empirically-tested academic research that includes applying advanced statistics to equity markets and elevating human performance through coaching and education. Using our approach allows investors to discover things about financial markets and themselves, which empowers them to make sound decisions about their financial future regardless of whether you are a longstanding investor or a complete financial novice.
Our Values
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integrity
The quality of being honest and having strong moral principles; moral uprightness. -
COURAGE
Mental or moral strength to venture, persevere, and withstand danger, fear, or difficulty. -
AUTHENTICITY
Not false or an imitation; true to one's own personality, spirit, or character. -
exceptional
Unusually good; outstanding personal encounter, undergone, or lived through.
experiences -
COMMUNITY
A feeling of fellowship with others, as a result of sharing common attitudes, interests, and goals.
UPCOMING EVENTS
12.09.2024
Finding the Patience & Courage to Rebalance
12/9/24 – In-person Woodstock, GA 6:00 p.m. EST | Discover how rebalancing can be essential to prudent & disciplined investing strategy.
Read More Read Less12.17.2024
Finding the Patience & Courage to Rebalance
12/17/24 – Webinar 3:00 p.m. EST | Discover how rebalancing can be essential to prudent & disciplined investing strategy.
Read More Read Less01.30.2025
American Dream Experience
1/30/25 & 1/31/25 In-person Scottsdale, AZ 9:00 a.m. MST | This is a compelling encounter with clear, potentially life-altering truths about economics and investing – engaging you in a profound exploration of your family’s financial future. Over the course of this event, you will have an opportunity to discover what investing really is, how it works, and how it can help fulfill your purpose in your life. Through the American Dream Experience, you can alter your relationship to money and invest in a way that leaves you and those you care about powerfully pursuing your dreams.
Read More Read Less03.27.2025
American Dream Experience
3/27/25 & 3/28/25 Virtual 9:00 a.m. MST | This is a compelling encounter with clear, potentially life-altering truths about economics and investing – engaging you in a profound exploration of your family’s financial future. Over the course of this event, you will have an opportunity to discover what investing really is, how it works, and how it can help fulfill your purpose in your life. Through the American Dream Experience, you can alter your relationship to money and invest in a way that leaves you and those you care about powerfully pursuing your dreams.
Read More Read Less05.15.2025
American Dream Experience
5/15/25 & 5/16/25 In-person Scottsdale, AZ 9:00 a.m. MST | This is a compelling encounter with clear, potentially life-altering truths about economics and investing – engaging you in a profound exploration of your family’s financial future. Over the course of this event, you will have an opportunity to discover what investing really is, how it works, and how it can help fulfill your purpose in your life. Through the American Dream Experience, you can alter your relationship to money and invest in a way that leaves you and those you care about powerfully pursuing your dreams.
Read More Read LessContact Us
We provide comprehensive planning for every stage of your life built on a purpose-driven relationship with money.