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.
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."
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.
Think of it as your investing caddie. You still take every swing — we hand you the right club, read the green, and tell you what we would do. This is where you stop researching alone and start building real conviction.
Inside, you'll:
This is how progress in stock investing actually happens.
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.
A curated network of serious long-term investors. Real relationships, not a paid Slack channel.
A shared research framework, exclusive tools, and access to Brian's network of accomplished investors.
A weekly rhythm that keeps you sharp. Over 50 live calls per year plus quarterly portfolio reviews.
Come to talk stocks. Leave with real friends.
The single biggest reason members renew year after year? The relationships they build inside.
Doctors, CEOs, engineers, pharmacists, coaches, and more. Members from 15+ countries.
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.
This isn't a paid Slack. It's a network that takes on a life of its own.
Five separate channels, running all year, all pointed at the same job: putting good businesses in front of you before you would have found them alone.
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.
Every meal included
Full bar included
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.
No lurking for six months hoping someone notices you.
Day one, we send you a quiz to understand your experience, goals, and investing style.
Based on your answers, we give you a plan to fill knowledge gaps and get up to speed.
We personally introduce you to members who match your profile. You start with a warm circle, not a cold channel.
Members write their goals on the wall. We build the plan around them.
Seven skills, scored on day one. We check in later and score them again — so progress is something you can see, not something you hope happened.
Illustrative of a typical member's first year.
Complete your assessment. Get your custom plan. Receive warm introductions to members who match your profile.
Join your first weekly call. Lurk or participate. Explore Stock Simplifier Plus. Start recognizing names and voices.
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."
Most communities have a thousand opinions and zero structure. We have the opposite.
Not available for purchase anywhere. Only Long-Term Mindset members get access. Share your research, then see the back end: what every other member is researching right now, and the score they gave it. One shared language for evaluating ideas — and a live read on where the room's conviction sits.
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.
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."
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.
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.
50+ sessions per year. Every call recorded and searchable.
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.
More than one a week, every week.
"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."
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."
Members actually show up. This isn't a community you forget you joined.
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."
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.
Every applicant is reviewed personally. We're not looking for the most experienced investor. We're looking for the right person.
Every application is reviewed by a real person. Most are approved within 48 hours.
An assessment across seven skills, a custom learning plan, and warm introductions. You are placed, not dropped in.
50+ weekly meetings plus 4 quarterly portfolio reviews. Every call recorded and searchable.
LTM-6 every month, Stock Talk sessions, industry deep dives, and ratings on 400+ stocks. Ideas find you.
Omaha in May and Orlando in December. Food, drinks, and premium swag all included.
See what every other member is researching and the scores they gave it. Members only. You cannot buy it anywhere.
Brian Stoffel’s real-money portfolio service. Every buy, sell, and hold with the reasoning. $999/yr on its own. Included.
Brian Stoffel's real-money portfolio service. Every buy, every sell, every hold — with the reasoning behind each move, and the framework to manage your own.
Premium community. In-person gatherings, Stock Simplifier PLUS, and Stock Investing Mentor ($999/yr on its own) all included. A fraction of the price.
One price. Same every year.
One price, every year. Includes personalized onboarding, both in-person gatherings, and premium swag.
Application reviewed within 48 hours.
"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."
"I keep renewing. I wouldn't renew if it weren't worth the money."
Not accepted? We'll tell you why and refund you immediately. No risk to apply.
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.
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.
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.
86% of our members renew, year after year, since 2022. That is well above the norm 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.
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