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

05.29.2024

Dismantling the Myths of Investing – Webinar

5/29/24 – Zoom 5:30 p.m. EST | Are you concerned over the current status of your investments?  Common investing myths can lead people to make destructive decisions that can limit their growth and have the potential to destroy their peace of mind.  The intention of this webinar is to educate and leave investors empowered to make healthy investing decisions.

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06.04.2024

Creating the Ideals of the American Dream as a Global Phenomenon

6/04/24 – Zoom 5:30 EST | The American Flag represents more than our republic. Those bold stars and stripes symbolize our nation’s birth as a reaction against absolute monarchy. We continue to celebrate our founders, freedom and the free market!  In this workshop you will learn ways a free-market pricing system inspires competition, innovation and wealth creation.  A comparison of equal freedom vs. equal outcomes (and why you cannot have both).  The ideals of freedom, self-determination and opportunity defined with global potential.

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06.18.2024

Dismantling the Myths of Investing – Webinar

6/18/24 – Zoom 5:30 p.m. EST | Are you concerned over the current status of your investments?  Common investing myths can lead people to make destructive decisions that can limit their growth and have the potential to destroy their peace of mind.  The intention of this webinar is to educate and leave investors empowered to make healthy investing decisions.

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06.19.2024

Creating the Ideals of the American Dream as a Global Phenomenon

6/19/24 – In-person Woodstock June 19th 6:00 EST | The American Flag represents more than our republic. Those bold stars and stripes symbolize our nation’s birth as a reaction against absolute monarchy. We continue to celebrate our founders, freedom and the free market!  In this workshop you will learn ways a free-market pricing system inspires competition, innovation and wealth creation.  A comparison of equal freedom vs. equal outcomes (and why you cannot have both).  The ideals of freedom, self-determination and opportunity defined with global potential.

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06.27.2024

Creating the Ideals of the American Dream as a Global Phenomenon

6/27/24 – Zoom Noon EST | The American Flag represents more than our republic. Those bold stars and stripes symbolize our nation’s birth as a reaction against absolute monarchy. We continue to celebrate our founders, freedom and the free market!  In this workshop you will learn ways a free-market pricing system inspires competition, innovation and wealth creation.  A comparison of equal freedom vs. equal outcomes (and why you cannot have both).  The ideals of freedom, self-determination and opportunity defined with global potential.

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Contact Us

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