CounterVest was founded in 2008 by Joshua Belanger who left Wall Street during the financial crises to have more freedom being a self-directed investor.
After climbing the ranks in the financial industry and seeing the inner workings, Joshua discovered that the "little guy" has the opportunity to outfox Wall Street titans with being smaller and nimbler.
However, taking control of your families investment decisions to create a better future can be overwhelming, daunting and lonely.
And with so much misinformation out there, it's easy for individual investors to get backtracked with losing time and money because of unnecessary losses.
Our mission is to champion self-directed investors by providing them with actionable financial information, education, and software that can beat the market to create your wealth and more freedom.