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
Todd Turk
Investor Coach
Lindsey Turner
Investor Coach
Ashley Martin
Firm Operations Manager
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
-
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
11.05.2026
American Dream Experience
11/05/26 & 11/06/26 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 Less11.10.2026
Conscious Investing for Peace of Mind
11/10/26 @ 4:30 p.m. EST | Virtual | Investing isn't just about what you know. It's about how you think, the decisions you make, and the behaviors that can impact your financial future.
Join us as we explore the psychology of investing, the illusion of control, and why even the most knowledgeable investors can struggle to make disciplined decisions. We'll examine how having a process, environment, and community can help investors navigate uncertainty and remain focused on what matters most.
11.17.2026
Dismantling the Myths of Investing
November 17, 2026 | 5:30 PM EST | Virtual | There are investing myths that have the potential to destroy investors peace of mind. Discover an alternative methodology, based on empirically-tested academic investing principles to help eliminate speculating and gambling with your family's dreams.
Read More Read Less12.02.2026
Tax-Loss Harvesting
12/02/26 @ 6:00 p.m. EST | Woodstock, GA | Tax-loss harvesting is often presented as a prudent, proactive strategy, but many investors have never been shown how it works in real life or what it can accomplish over time. In this session, we will walk through:
Why tax-loss harvesting is so widely promoted
What most investors are not told about its limitations
How long-term investment outcomes can be created
Contact Us
We provide comprehensive planning for every stage of your life built on a purpose-driven relationship with money.
Contact Form
"*" indicates required fields