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.

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Ben Harper

CEO & Investor Coach

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Martin Conner

Investor Coach

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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.

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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
    experiences
    Unusually good; outstanding personal encounter, undergone, or lived through.
  • COMMUNITY
    A feeling of fellowship with others, as a result of sharing common attitudes, interests, and goals.

UPCOMING EVENTS

08.20.2024

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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08.29.2024

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.