Our Professional Mission
Money Concepts was formed in 1979 with the mission of providing Independent financial professionals the absolute best tools and support to achieve their vision of independent success. We have fully embraced entrepreneurship to create an environment based on providing maximum flexibility within a culture of professionalism. Our devotion to independent success has led to the development of proven turn key systems for success that will empower you to deliver truly comprehensive wealth management and unbiased financial planning services to individuals, families and businesses.
Money Concepts is a worldwide network of independent wealth management and financial planning professionals. The success of our philosophy and ideas is such that we now have over 700 independent wealth management & financial planning centers throughout North America, Europe and the Pacific Rim. Money Concepts is associated with Money Concepts Capital Corporation, a Broker Dealer and member of FINRA and SIPC. We provide our financial professionals with access to one of the largest and diverse approved financial product lists in the industry on a completely independent basis.