Inevitable Wealth Coaching

from Newtown Square Friends & Neighbors magazine, June 2021

Extending the Life of Your Carpets

Transforming Investing: Leaving Families with Freedom, Fulfillment and Love

Business Profile by Sheila Turner-Hilliard

Photos by Shannon Lynn Photography www.ShannonLynnPhotography.com

Since 1998, Inevitable Wealth Coaching, owned by Investor Coach Brendan Magee, has been helping families rediscover and reclaim their American Dream. Whether that dream gets expressed by a purpose like love or generosity or something more tangible like providing children with the best educational experiences, Brendan explained that once discovered, that purpose is something way more fulfilling than money could ever be.

Step one for Brendan is empowering families to discover their true purpose for life and money. After that, he helps families discover the science of investing and see the difference it makes in their quality of life.

As was the case with me, I want people to experience freedom from the pain and struggles they experience with money and investing,” Brendan said. "A major part of that transformation is people understanding how markets actually work. I can speak firsthand about the fear, stress, worry and anxiety people experience when people invest in the stock market without any understanding about how markets work. You hand your life savings over to people you will never meet, have no idea of what they are really doing with your money and have no assurance that what they are doing actually works.

Discovering how markets actually work turned out to be the solution to one of the darkest periods in Brendan’s life. After graduating from Temple University, he worked for an affluent financial planning firm in the early 1990s. Brendan became disillusioned with not only the inconsistent returns mutual fund managers produced, but most importantly with the lack of answers the industry gave as to why returns were so inconsistent. “When I entered the industry, I was excited by the opportunity to offer people what I believed was superior investment expertise, but what scared me to death was the realization that the industry didn’t have any magic at all,” Brendan said. In fact, he discovered the industry purposely was misleading investors because it helped their bottom line.

That all changed for Brendan when he met the only four men to win the Nobel Prize for their research into investing (Drs. Harry Markowicz, Rex Sinquefield, Merton Miller and Myron Scholes from the University of Chicago). Shockingly, they helped Brendan understand that the world of investing works very differently from how Wall Street and Madison Ave lead investors to believe. With this “Aha!” moment, Brendan found his passion and life’s calling. He realized he could not stomach doing things the way the investment industry wanted, so he opened his own investor coaching practice, Inevitable Wealth Coaching.

I chose the name Inevitable Wealth Coaching," Brendan said, "because once people discover and learn how to follow the science of investing, they realize the results are inevitable.

Brendan opens his practice to a wide variety of clients, from the college student all the way to the retired individual. Coaching comes in a variety of forms but mainly in the group format. “We just finished up a workshop for over 700 families from around the country via Zoom,” he said. Although once COVID is over he looks forward to going back to in-person coaching sessions.

The success of Inevitable Wealth Coaching is based on a proven series of distinctions and discoveries that Brendan helps expose families to. They are designed to help people see for themselves their destructive behavior around money and investing, rooted in blind spots and biases. This is when, according to Brendan, things transform because now, money and investing are occurring in a whole new way, which empowers families to take new and inspired actions. It is these actions that help people start to live and experience their American Dreams today, rather than someday in the future or as a place to get to in their lives.

Brendan’s mission of empowering families and individuals led him to write two books on the topic: His first, Portfolio Paradigm: Why Your Financial Future Hinges on Asking the Appropriate Questions, and his most recent, The Investor’s Bill of Rights: Owning Your American Dream. He hopes his books help transform how people experience investing, leaving them with the freedom to relax and ultimately have peace.

Brendan is living that American Dream with his wife Jennifer and their two boys here in Newtown Square. “This is a community of people who look after each other and are very welcoming!” he said. He and Jennifer also appreciate how much the Marple Newtown School District has helped them as parents by providing such a great educational and social experience for their sons Liam and Owen. The Magees love Newtown Square so much that they recently moved just a few streets away into a larger home with a great back yard for their kids and Labradoodle Toby.

Brendan and Jennifer serve their local communities in several ways. Brendan has volunteered as a NELL Coach, and is currently a Lector at their church, St. Anastasia. Jennifer is a volunteer with Compass, a pro bono strategic consulting firm. In the greater Philadelphia region (including Delaware County), Compass strengthens the capacity, effectiveness and sustainability of local nonprofits.

If the Magee family looks familiar, it may be because you read about them in Newtown Square Friends & Neighbors magazine in April 2020. We are pleased that since that time, Brendan has joined in further supporting the community by Bringing People Together as a Sponsor and Expert Contributor in our hometown magazine.

For more information on Inevitable Wealth Coaching, contact Brendan Magee at 610-299-3969 or visit www.CoachGee.com.