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Investment Academy is a team of financial professionals educating and working alongside hard-working individuals to optimize their personal finances and ultimately achieve economic independence.

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Personal finance made easy.

Learn how to make what you do today count so you can create future happiness, increase your overall impact, and foster a meaningful life.

The Mastermind

Investment Academy Club

The foundational financial education membership for small business owners, entrepreneurs, and individuals looking to begin their entrepreneurial adventure. Includes live monthly sessions, a library of financial courses and tools, and a select referral network.

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WEALTH ACCELERATOR

CAPITALIZE

Accelerate your investing journey with CAPITALIZE. Gain from tried-and-true strategies, 100+ investment playbooks, AI-powered guidance, and more – all tailored to your unique Investor DNA.

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Coaching

Wealth Architecture

A high-level program for multi-six-figure earning business owners. Gain access to a Wealth Architect as you analyze cash flow issues, build out a stronger financial team, and reach economic independence faster.

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You don’t have to do it all yourself.

We’ll show you exactly where your money is going, how to stop the leaks, and help you build a life you love.

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Investment Academy Stories.

"The most critical change I have experienced is the mindset change and clarity in my financial future vision. Before Investment Academy I did not understand the mindset I needed to get the kind of life I desired. I now have a full grasp on the abundance mindset. I have tools like Investor DNA, Soul Purpose, and the Scorecard to help me track my expenses and pay off priorities, as well as keep focused on the investments that are best for me and my family."

Koren Whitmire

Investment Academy member from Arizona

"We never worry about money when taking a vacation as we always have money in our vacation fund...and we take very nice first-class vacations. We are working on getting to 6 months in savings for emergencies. We have passed along this Investment Academy information to my two young adult children and they also are thriving and have wealth capture accounts and are doing very well. We are very close to being completely debt free."

Dr. Kenneth Winer

Business owner from California

"I started investing in myself and in my companies. Since going through the Investment Academy course, I have doubled my income, am getting ready to start my second clinical location, and started a new business with partners that will be launching in the next four months."

Dr. Cliff James

Business owner from Tennessee

"Investment Academy helped me to understand our finances on a higher level. We fully utilized their home office team members to create our own team. They helped us to find an attorney to help us complete a Will and Trust, review our current business structures and to ensure our businesses and personal property is property protected."

Teresa Posada

Business owner from Illinois