Stop investing alone.

You care about your money more than most people around you. You have ideas and convictions but no one to test them against. Spouses tune out. Friends don't get it. Online forums are noise.

The Long-Term Mindset Community is where serious investors finally find their people.

Application required. Grown intentionally.

Brian Feroldi, Brian Stoffel, Brian Withers - Co-Founders of Long-Term Mindset
Intentionally small. Grown slowly. 56+ live touchpoints per year 2 in-person gatherings per year Led by the 3 Brians
111
Active members
From 15+ countries
70%
Renewal rate since 2022
Members stay year after year
56+
Live touchpoints per year
More than one every week
The Problem

The deeper you go into investing,
the lonelier it gets.

You have ideas and convictions but no one to test them against. Your spouse tunes out. Your friends don't get it. Coworkers want hot tips, not real conversation. Online forums are pumpers, noise, and ego.

You don't need more content. You need the right room.

"If you're an individual investor and you can't discuss your thoughts, you're at the mercy of what you read."

Bob Erdman
Bob Erdman Retired · 3-year member

A community where small talk goes to die.

No more nodding through "how about that weather." No more explaining what a moat is to people who don't care.

In this community, the default conversation is substance. Businesses, markets, capital allocation, what you're researching this week.

You can finally talk about the stuff you actually think about all day.

We designed every interaction with introverts in mind. Structured calls, guided introductions, no "show up and mingle" expectations. Extroverts will be fine.

Apply Now
The Outcome

What this community will do for you.

This is where you stop researching alone and start building real conviction.

Inside, you'll:

  • Stop second-guessing your sells when the market drops 8%
  • Have someone to text at 9pm when an earnings report blindsides you
  • Walk into family dinners not dreading "what stocks should I buy"
  • Get a 10-K reviewed by 3 people before you commit capital
  • Hear what you missed in a quarterly report from someone who read it twice

This is how progress in stock investing actually happens.

The Members

Who's inside the community.

LTM Community members at an in-person gathering
  • • Everyone is an individual investor managing their own money
  • • Everyone is actively trying to learn and improve their process
  • • Everyone takes investing seriously. This isn't a casual hobby
  • • Everyone is focused on the long term. No day trading, no meme stocks

From beginners learning to read their first 10-K to experienced investors managing seven-figure portfolios. We're all working on getting better together.

This isn't just education. It's a community.

Real friendships. Real partnerships. Real conversations behind the scenes.

What You Get

Three pillars: People, Process, Pulse.

Pillar 1

The People

A curated network of serious long-term investors. Real relationships, not a paid Slack channel.

  • Member spotlights and warm introductions
  • Two in-person gatherings per year
  • Groups that form on their own
Pillar 3

The Pulse

A weekly rhythm that keeps you sharp. Over 50 live calls per year plus quarterly portfolio reviews.

  • 50+ structured weekly meetings
  • 4 quarterly portfolio reviews
  • Every call recorded and searchable
Pillar 1: The People

Come to talk stocks. Leave with real friends.

The single biggest reason members renew year after year? The relationships they build inside.

Who you'd be in the room with

Jenna
Jenna
Financial Advisor
Orlando
Member 3 yrs
Investing 10+ yrs
Vinicio
Vinicio
Investor
Costa Rica
Member 2 yrs
Investing 10+ yrs
Fabio
Fabio
Medical Doctor
Sao Paulo
Member 2 yrs
Investing 10+ yrs
Brent
Brent
CEO
Windsor
Member 2 yrs
Investing 20+ yrs
Olivier
Olivier
Investor
Munich
Member 2 yrs
Investing 10+ yrs
Tony
Tony
Retired Director
Minneapolis
Member 3 yrs
Investing 20+ yrs
Bob
Bob
Retired Product Manager
Telecom
Member 3 yrs
Investing 20+ yrs
Dennis
Dennis
Retired Engineer
Twin Cities
Member 3 yrs
Investing 20+ yrs
Rongyi
Rongyi
Investor
Shanghai
Member 1 yr
Investing 10+ yrs
Peter
Peter
Consultant
UAE
Member 2 yrs
Investing 10+ yrs
Tommi
Tommi
Investor
Miami
Member 1 yr
Investing 5+ yrs
Ann
Ann
Lifelong Learner
Bay Area
Member 2 yrs
Investing <5 yrs

Doctors, CEOs, engineers, pharmacists, coaches, and more. Members from 15+ countries.

Beyond the Calls

What members do together.

Inside the community, smaller groups form on their own. Members text each other about earnings reports. They jump on Zoom outside official calls. A few groups have gone on vacations together.

LTM members at pub meetup in Omaha LTM members on bridge walk

This isn't a paid Slack. It's a network that takes on a life of its own.

Richard Ortega
Richard Ortega
Actor · 3-year member
In-Person Gatherings

Two gatherings a year. In person.

Each gathering is a 1-2 day event with a fully structured agenda. Curated small-group sessions, paired conversations, guided activities. Dinner and drinks included. You'll know everyone in the room by end of day one.

LTM Community group photo LTM members at Berkshire Hathaway meeting Berkshire Hathaway annual meeting arena

Food Covered

Every meal included

Drinks Covered

Full bar included

Premium Swag

North Face, Yeti. The real thing.

Our goal: the swag we give you should be the best thing you own in that category. Best sweatshirt you own. Best mug you own.

Onboarding

You don't get dropped in. You get placed.

No lurking for six months hoping someone notices you.

1

Personalized Assessment

Day one, we send you a quiz to understand your experience, goals, and investing style.

2

Custom Learning Plan

Based on your answers, we give you a plan to fill knowledge gaps and get up to speed.

3

Warm Introductions

We personally introduce you to members who match your profile. You start with a warm circle, not a cold channel.

What to Expect

Your first 90 days.

1

Week 1: You're placed, not dropped

Complete your assessment. Get your custom plan. Receive warm introductions to members who match your profile.

2

Weeks 2-4: Find your rhythm

Join your first weekly call. Lurk or participate. Explore Stock Simplifier Plus. Start recognizing names and voices.

3

Month 2-3: It clicks

You have people to text about earnings. You're using a shared framework. Someone reaches out to you for help. You realize you're not investing alone anymore.

★★★★★
"The Long-Term Mindset community run by the three Brian's has by far been the most informative and productive. The use of live group chats and presentations allows for an open forum between members, a constructive and open source of growth, and more importantly the opportunity to interact with a wealth of knowledgeable investors and now people I call friends."
Brent Groh
Brent Groh
President, JBJ Trucking Service
Pillar 2: The Process

Research stocks the same way, together.

Most communities have a thousand opinions and zero structure. We have the opposite.

Stock Simplifier Plus

Not available for purchase anywhere. Only Long-Term Mindset members get access. Share your stock research with the community. See how others analyze the same companies. One shared language for evaluating ideas.

  • Exclusive to community members
  • Share and compare research
  • Common framework for evaluation
Stock Simplifier Plus - desktop and mobile

Brian's Network

Brian has spent decades building relationships in the finance world. Members get to join private small-group conversations with people he knows. Not interviews you can find on YouTube. Closed-door conversations with accomplished investors.

  • Private, not-on-any-podcast conversations
  • Small-group format
  • Accomplished investors and operators
Private conversations with Brian's network
Member Story

The challenge: Ann was a retired lifelong learner who wanted to manage her own portfolio but felt overwhelmed by the complexity of stock analysis. She had no structured process and no one to learn alongside.

The result: She learned to read 10-Ks, evaluate financial statements, and perform stock valuation from scratch.

"It was my best financial investment, ever! I feel I'm getting a hands-on education and mentoring in investing."

Ann
Ann
Retired, Life Long Learner
Pillar 3: The Pulse

A weekly rhythm that compounds.

50+ Weekly Live Meetings

Structured topic every single week. Markets, stocks, AI, earnings, whatever's relevant. After the structured part, we leave the room open. These chats regularly run six hours. Members don't want to leave.

  • Structured topic + open discussion
  • Every call recorded and searchable
  • Lurk for weeks before you speak. Many do.
Events & Recordings calendar

The best part isn't the topic. It's what happens after.

Conferences draw you in with speakers and topics. But the real gold is always the conversation in the hallways. That's exactly how our weekly calls work. Every call has a structured topic. But the magic happens when the topic ends and nobody leaves.

These calls regularly run six hours. Members don't want to log off.

Topics we cover
Stock Deep Dives
AI + Investing
Industry Overviews
Portfolio Management
Valuation
Earnings Coverage
Using Tools
Options & Income
When to Buy & Sell
Q&A Sessions
Investing Process
And more...

50+ sessions per year. Every call recorded and searchable.

Quarterly Portfolio Reviews

Four times a year, all three Brians open up their actual portfolios. Brian Feroldi, Brian Withers, Brian Stoffel. What they own and why. Stocks they're watching but haven't bought. Changes they're considering. This is not theory. It's how they actually invest.

  • 4 deep reviews per year
  • 3 real portfolios, real rationale
  • Stocks they're watching but haven't bought yet
Portfolio Plaza - your hub for showcasing and discussing portfolios
The Year at a Glance

56+ live touchpoints. Every year.

More than one a week, every week.

50+
Weekly live meetings
4
Quarterly portfolio reviews
2
In-person gatherings
Stock Simplifier Plus
Brian's Network Access
What Members Say

Don't take our word for it.

"The Long Term Mindset Community has given me the foundation I needed to think like a real investor. The frameworks are world-class, the teaching is unmatched, and it deepened my love for business."
"3 of the best educators available anywhere, eclipsing any previous experience through 13 years of schooling and 9 years of University. Everyone is here to help one another with no vested interests. Make the best investment you can: in yourself."
"It was my best financial investment, ever! I've learned to read a 10K, check financial statements, and perform stock valuation. I feel I'm getting a hands-on education and mentoring in investing."
Member Story

The challenge: Brandon was in Discord groups with decent investors, but they were never stable enough to be a real community. He wanted higher-quality conversations with people who could challenge his thinking.

The result: He found a genuine intellectual sparring partner, built confidence in his own process, and gained the ability to articulate his thesis well enough to impress the room.

"The magic of the community is that there's a lot of people I can answer for. We're willing to debate it out in a level-headed manner, to teach each other and learn from each other."

Brandon Gitles
Brandon Gitles
Small Business Financial Analyst
Member Story
Jenna Poore
Jenna Poore
Financial Advisor & Small Business Owner · 3-year member
Member Story
VM
Vinicio McDonald
2-year member
Your Hosts

Led by the 3 Brians.

Brian Feroldi, Brian Stoffel, Brian Withers
Brian Feroldi
Brian Feroldi
Author, educator, 20+ years investing. Featured on CNBC, Yahoo Finance, MarketWatch.
Brian Stoffel
Brian Stoffel
Head of Investor Education. Ran market-beating portfolios for over a decade at The Motley Fool.
Brian Withers
Brian Withers
Head of Investor Operations. Long-time investor and community builder.
6,000+
Combined articles written
2M+
Combined social followers
60+
Years combined investing
1
Bestselling book
Member Snapshot

A look inside the room.

111
Active members
15+
Countries represented
81%
Monthly active rate
70%
Renewal rate since 2022

Members actually show up. This isn't a community you forget you joined.

Member Story

The challenge: Melissa was paying a financial advisor to manage her investments. She wanted to learn how to do it herself but didn't have the framework or the confidence.

The result: She fired her financial advisor. The community gave her the tools, framework, and confidence to manage her own portfolio and keep the advisory fees in her pocket.

"Because of this community, I fired my financial advisor. I now manage my own investments with confidence."

Melissa
Melissa
Community Member
A note from Brian, Brian, and Brian

All three of us love investing. But for years, each of us felt the same thing: lonely.

We each found our way into a private investing community, and it changed our lives. We met each other through one. That community eventually led to us working together. We've seen firsthand the importance of having others to talk to about investing.

But those communities were text-based. You got to know screen names, not actual people.

That's why we built the Long-Term Mindset Community. We wanted to develop real relationships. That's why we meet in person. That's why we keep it small. That's why every member goes through an application.

Investing is lonely, but it shouldn't be. Once you find your tribe, everything changes.

If that resonates, we hope you'll apply. We'd love to have you in the room.

Brian Feroldi, Brian Stoffel, Brian Withers
Brian Feroldi, Brian Stoffel, Brian Withers
Co-Founders, Long-Term Mindset
Our Vetting Process

We keep the bar high.

Every applicant is reviewed personally. We're not looking for the most experienced investor. We're looking for the right person.

We look for
  • Long-term mindset (not day traders)
  • Curiosity and willingness to learn
  • Generosity with knowledge
  • Respect for other perspectives
  • Commitment to the process
Not a fit
  • Looking for stock tips or trade alerts
  • Want someone to manage their money
  • Short-term or speculative mindset
  • Not willing to engage with others
  • Ego-driven or argumentative

Every application is reviewed by a real person. Most are approved within 48 hours.

What's Included

Everything you get as a member.

50+ Weekly Live Meetings

Deep dives, earnings reviews, and open discussions. Every call recorded and searchable.

4 Quarterly Portfolio Reviews

See how the 3 Brians think about their own portfolios in real time.

2 In-Person Gatherings

Curated weekends with fellow members. Food, drinks, and premium swag all included.

Stock Simplifier Plus

Our exclusive research tool. Analyze stocks using a shared framework. Members only.

Brian's Private Network

Private conversations with accomplished investors from Brian's personal network.

Personalized Onboarding

Assessment quiz, custom learning plan, and warm introductions to members like you.

Investment

Join the Long-Term Mindset Community.

Their price
Motley Fool One
$13,999/yr
Their price
Hampton
$10,000/yr
Our price
Long-Term Mindset
$4,000/yr

Premium community. In-person gatherings included. A fraction of the price.

Application Required

Annual Membership

$ 4,000 first year

$2,500 each year after

70% renewal rate since 2022.
Most premium investing communities renew at half that rate.

First year includes onboarding, your first in-person gathering, and premium swag. Renewal reflects ongoing community access.

  • 50+ weekly live meetings (recorded and searchable)
  • 4 quarterly portfolio reviews
  • 2 in-person gatherings per year (food, drinks, premium swag all included)
  • Stock Simplifier Plus (exclusive to members)
  • Access to Brian's private network
  • Personalized onboarding and warm introductions
  • Private community of serious long-term investors
Apply to Join

Application reviewed within 48 hours.

111 of 200 spots filled

"I brought somebody in last month. He left his financial advisor. From what he's learned in our community, he is now doing his own investing and saving 1%. He said: this community is so worth it."

Richard Ortega
Richard Ortega Actor · 3-year member

"I keep renewing. I wouldn't renew if it weren't worth the money."

Jenna Poore
Jenna Poore Financial Advisor · 3-year member

Not accepted? We'll tell you why and refund you immediately. No risk to apply.

30-Day Money Back Guarantee

30-Day Money-Back Guarantee

Kick the tires. Come to the meetings. See if it's a fit. If it's not, we don't want your money. Full refund within 30 days, no questions asked.

FAQs

Frequently asked questions

Our members are busy professionals, retirees, and business owners. The community is designed to be a resource, not a task. Every call is recorded and searchable. You can lurk for weeks, catch up on recordings, or just drop into the conversations that interest you. Most members find that even a few high-value insights per year make the membership pay for itself.

The community is intentionally capped at 200 members. We keep it small so members actually know each other. The application helps us ensure every new member is a good fit, will contribute to the group, and lets us personalize your onboarding experience.

This community was designed with introverts in mind. You're free to lurk for weeks before saying a word. Many members do. There's no pressure to perform or participate on any schedule. When you're ready, you'll find people who think the way you do. Most of our members are introverts, and they'll tell you it's the most comfortable investing community they've ever been part of.

Twice a year, members gather for a fully structured weekend. Curated small-group sessions, paired conversations, guided activities, and plenty of downtime to connect naturally. Everything except travel is covered: food, drinks, and premium swag (North Face, Yeti, the real thing). You'll know everyone in the room by end of day one. For most members, these weekends are the highlight of the year.

Stock Simplifier Plus is an exclusive research tool only available to community members. It lets you analyze stocks using a shared framework, share your research with the community, and see how other members evaluate the same companies. It creates a common language for discussing investment ideas. You can't buy it anywhere else.

Year one includes personalized onboarding, your assessment, custom learning plan, and warm introductions to members. It also includes your first in-person gathering with full food, drinks, and premium swag. The renewal price of $2,500 reflects the ongoing cost of maintaining the community without those one-time onboarding investments.

Members come from every background: doctors, CEOs, engineers, pharmacists, financial advisors, retirees, coaches, actors, and more. They span 15+ countries across 4 continents. What they share is a commitment to long-term investing and a desire to get better at it alongside other serious people. Ages range from mid-20s to mid-60s.

Very. The Brians lead the weekly calls, run quarterly portfolio reviews, participate in discussions, and respond to questions. This isn't a "set it and forget it" community with absent founders. They're in the room with you every week.

70% of our members renew every year since 2022. That's more than double the typical renewal rate for premium investing communities. If you want to see exactly how that number is calculated, just ask on your application call. We're happy to walk through the data.

Yes. If you join and it's not what you expected, reach out within the first 30 days for a full refund. No questions asked. We want members who genuinely want to be here.

The community is hosted on Circle. It includes discussion spaces for general conversation, stock talk, portfolio sharing, investor tools, and interest-based groups. Live calls happen on Zoom. Everything is organized so you can find what matters to you without sifting through noise.

Come to talk stocks. Leave with real friends.

Three pillars: People, Process, Pulse. 56+ live touchpoints a year. A community built for the people who'd rather skip small talk.

Apply to Join
Application required. Grown intentionally.