Why Investment Academy?
We bring the Personal
Back to Personal Finance.
We’re a team of financial experts unmasking the world of finance so you can take what you know as an entrepreneur (how to make money) and turn it into what you want (financial freedom).
We exist to help hard-working entrepreneurs, business owners, and impact-minded individuals become financially liberated.
As entrepreneurs ourselves, we understand the rules of investing for entrepreneurs are completely different. Yet most entrepreneurs follow the investment models and blanket advice handed down by Wall Street to the middle class—which just doesn’t apply and can even cost you millions of dollars in revenue.
To ensure you’re not making inapplicable decisions that can kill business production and cash flow, we teach entrepreneurs the rules of the game they were never taught. Such as how money works, how insurance works, how debt works, and how investing works.
Practically, we do this by helping you keep more of the money you make through increased monthly cash flow—without having to cut back, budget, take on more risk, or increase sales.
While our attention is on each individual at a time, Investment Academy’s mission is to help Entrepreneurs and Business Owners build their own Wealth Architecture.
When you’re economically independent, committed to your soul purpose, and confident in your financial foundation, you’re able to create change in your family’s financial future and your overall destiny.
Our Money Philosophy Rests on These Principles
Driven to make an impact. Dedicated to your results.
Value Creation
We help entrepreneurs use the money they earn and the value they’ve already created to build lasting wealth, even if personal finance isn’t their thing.
Soul Purpose
If it was always and only about making more money for the sake of making more money, life would lose meaning. By clarifying and defining the inner force that drives you, you can see how each decision ties into the greater vision you have for your life.
Quality of Life
What’s the point in working so hard if you’re never able to step back and enjoy the fruits of it? You likely didn’t start working for yourself to dislike your boss. So you won’t find us encouraging hustle culture or telling you to sacrifice for your retirement plan. We keep your values and the quality of life you wish to have at the forefront.
The Investment Academy Team
We’re a team of financial nerds who’ve obsessively studied the best
time-honored financial principles used by the most successful businesses over the last
century—and then applied them to personal finance in a way that’s optimized for
entrepreneurs. Because we’re also entrepreneurs
ourselves.
Helping other business owners achieve economic independence is
more than what we do for a living. It’s what we wake up in the morning genuinely excited to
do.
Our team also extends to a wide partner network of experts including CPAs, attorneys, insurance providers, and more.
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