Who We Are
InvestWise Academy was founded to make financial literacy and investing accessible, practical, and empowering for everyone. What started as a passion project by seasoned financial educators grew into a trusted resource for thousands eager to take control of their financial future.
Our Mission
Our mission is to democratize investment knowledge and empower every individual to build generational wealth through ethical guidance, expert mentorship, and transformative education.
Our Vision
We envision a world where financial opportunity is open to all—where anyone can confidently navigate investment choices and achieve their life goals.
Our Core Values
Integrity
We operate transparently and ethically, putting education and honesty first in every interaction.
Growth Mindset
Continuous learning and improvement are at the heart of our culture and our teaching.
Community
We support and uplift each learner on their unique investment journey. Success is shared.
Trust
Our students’ trust is our greatest asset. We build it through service, expertise, and genuine care.
Meet Our Founders
Emily Turner, CFA
Emily brings 15 years of experience in portfolio management and education. Her teaching philosophy: “Empowerment through understanding.” She believes every student can master investment basics with the right tools and support.
James Grant, PhD in Financial Economics
James is an academic and practitioner who believes finance should serve people, not the other way around. His vision drives our focus on integrity and practical skills for the real world.
Together, they champion lifelong learning, evidence-backed investing, and an inclusive academy open to ambitious students from every background.
Start Your Investment Learning Journey
Join a community rooted in expertise and care — take your first step toward financial independence today.
Join InvestWise Academy