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

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

  • integrity
    The quality of being honest and having strong moral principles; moral uprightness.
    Mental or moral strength to venture, persevere, and withstand danger, fear, or difficulty.
    Not false or an imitation; true to one's own personality, spirit, or character.
  • exceptional
    Unusually good; outstanding personal encounter, undergone, or lived through.
    A feeling of fellowship with others, as a result of sharing common attitudes, interests, and goals.



American Dream Experience

7/25/24 & 7/26/24 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.

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Dismantling the Myths of Investing

8.20.2024 - Webinar 5:30 p.m. EST | Discover empirically tested investing principles that can help protect investors against investing myths that have the potential to destroy dreams. Learn about the science of investing and how to apply academic investing principles to your investing strategy.

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Gearing Up for the Next Crash

08.29.2024 - Webinar 5:30 p.m. EST | Dramatic market downturns happen and should be expected over time, but did you know crashes can actually create opportunity for those with patience, courage, and fortitude? Attend this Investor Coaching Series to learn more!

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Contact Us

We provide comprehensive planning for every stage of your life built on a purpose-driven relationship with money.