MY INVESTING MENTOR

For you, who thought investing was out of your reach

The media makes you believe investing is a dangerous and sophisticated affair. The industry around Wall Street is based on technical language, warnings and intentional complexity. It all leads to fear and high commissions. We started My Investing Mentor to give regular folks an opportunity to learn to invest on their own. Those who have been scared away. We believe you can do it and we help you bypass the barriers.

Close-up of a middle-aged person's hands writing in a notebook at a kitchen table, a laptop open beside them showing a brokerage account interface, warm natural window light falling across the desk, pen resting mid-note, papers spread nearby
Close-up of a middle-aged person's hands writing in a notebook at a kitchen table, a laptop open beside them showing a brokerage account interface, warm natural window light falling across the desk, pen resting mid-note, papers spread nearby

HOW WE THINK

Our goal is to make ourselves unnecessary

Most financial advisory services keep clients dependent on them. We do the opposite. When you place your first investment on your own, that's the moment we've done our job right. We stick around if you want to keep learning. Our mission is to empower you.

We do not take your money to manage it for you for a fee. That's not our business model. Instead, we walk you through the process so that you manage your own account. You identify the right products for you, and build a starting portfolio using your own judgment — not ours. We are in the education business.

We do not offer a "get-rich scheme fast" by any means. That's not our game. Our promise is to remove all the myths and fear stories around investing in order to prove to you that you can do it. Anyone can do it. And you don't need tons of money to start.

Wide shot of a tidy home-office desk from a slight angle, a professional in their 40s reviewing printed documents beside an open laptop, warm studio lamp light, coffee mug in frame, brokerage app visible on screen, no posed expression — caught mid-work
Wide shot of a tidy home-office desk from a slight angle, a professional in their 40s reviewing printed documents beside an open laptop, warm studio lamp light, coffee mug in frame, brokerage app visible on screen, no posed expression — caught mid-work

OUR CREDENTIALS

No commissions. No fees. Just learning by doing.

We are a small team of licensed specialists who chose to work with regular folks rather than high-net-worth clients. We earn nothing from what you buy — our only goal is that you leave knowing how to do it. We charge for our educational services.

Sessions are one-on-one with your designated personal mentor. Our plans range from five sessions to eight sessions, depending on your learning ambitions. We work on Zoom and find a match between your schedule and our availability. No prior knowledge or experiences needed — only a willingness to show up, take notes and ask questions. A desktop or laptop is required.

Due to trading platform limitations, our service is only available for residents of all states in the US, Canada, México, Colombia, Chile, Perú, El Salvador and Guatemala. Sessions can be held in Spanish.

TALK TO A MENTOR

Ready to meet the people behind the program?

Reach out and we'll set up a 20-minute session — no pressure, no jargon, just a plain conversation about how we work and what you can realistically expect.