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

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.

brand_bg_img

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

03.18.2025

Investor Coaching Series

March 18 at 2:30pm PT / 5:30pm ET. | Tax-Loss Harvesting, led by Mark Matson. Did you know:

Tax-Loss Harvesting is a strategy employed by managers and advisors to rationalize and justify investment losses?
Tax-Loss Harvesting is often difficult to execute and ineffective long-term?
The point of investing should be to maximize wealth over time - not to avoid taxes?

Tax-Loss Harvesting can often distract investors from prudent long-term investing goals. Discover why adhering to an empirically-testd investing strategy can help protect your financial future. 

Register you and your guests today.

Read More Read Less

03.26.2025

The S&P 500 Cult: Don’t Drink the Kool-Aid

Wednesday March 26th @ 6PM | 110 Arnold Mill Park, Suite 400, Woodstock, GA 30188 (Dinner Provided) | One of the greatest threats to your investment portfolio is listening to the loud voice of an “expert” — especially when you feel like one. Our brains are wired to look for patterns that create bias. And a bias toward past success or current popularity (trends found in feeds, financial headlines and history) can be hard to resist.
At Freedom Wealth Coaching, we’ve learned the best ways to tame impulses like these, and we’re excited to share our techniques with you. That’s why we’re offering The S&P 500 Cult: Don’t Drink the Kool-Aid, a workshop offered in-person and virtually. See options for each below.  
You’ll get:
*  A quick primer on how group-think works (and how to guard against it).
*  Lessons for today based on how 7 once-popular stocks performed in recent history.
*  Types of natural bias that feed enthusiasm, which feels like expertise.

Read More Read Less

03.27.2025

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 Less

05.15.2025

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 Less

07.24.2025

American Dream Experience

7/24/25 & 7/25/25 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 Less

Contact Us

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

Please enable JavaScript in your browser to complete this form.