Money Concepts International Celebrates its 35th Anniversary as an Independent Wealth Management and Financial Planning Firm

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Money Concepts International celebrates their 35th Anniversary during their Financial Planning Congress at the Tamaya Hyatt Resort, New Mexico.

Money Concepts Logo

Money Concepts Logo

Advisors can focus on their business with a business partner committed to be their Straightest Path to THEIR Success.

Based in Palm Beach Gardens, FL Money Concepts serves a network of more than 700 financial professionals throughout the US and Pacific Rim.

In 1979 industry legend Jack Walsh recognized investors were in need of a new way to access financial services and traditional insurance agents, brokers and financial advisors needed a new way to deliver these services. His entrepreneurial spirit and vision resulted in the creation of Money Concepts.

Over the last 35 years, Money Concepts has established a collection of independently owned Best Practices to form turn-key solutions for advisors seeking independence without compromising the support needed to effectively serve their clients. With results-proven structured business models, the focus has been to provide advisors with strategic resources with the flexibility to adapt to the ever changing demands of the financial services industry.

As a privately owned Broker-Dealer and Registered Investment Advisor, Money Concepts Capital Corp embraces the demand for development by creating tools for the future and adapting with the input of their advisors. In addition to serving independent advisors, Money Concepts has established dedicated platforms serving community Financial Institutions and Tax Professionals. The common characteristic is a Mindset to Grow. This shared vision is one of the many reasons that 40% of Money Concepts advisors have been associated for 20+ years.

The rich tradition and entrepreneurial vision of Jack Walsh is alive and well today through the leadership of President & CEO Denis Walsh. “We are very proud of our staff. They are a great group of people who are dedicated, hardworking and enjoy what they do and it shows. The real key to our company culture is the love we have for what we do and the respect we have for those we work with,” President & CEO Denis Walsh said of his organization.

Money Concepts has quietly grown to more than 700 advisors. Today’s advisors enjoy the culture of sharing and the lack of proprietary constraints and corporate/board pressures. Instead, advisors can focus on their business with a business partner committed to be their Straightest Path to THEIR Success.

About Money Concepts®:
Money Concepts Capital Corp. is a privately owned independent broker-dealer and dually registered as a Registered Investment Advisor based in Palm Beach Gardens, FL. Established in 1979, and its parent company Money Concepts International, Inc. has a network of approximately 700 financial professional’s centers nationwide.

In addition to serving independent advisors, Money Concepts® provides turn-key wealth management services for community banks, credit unions and tax professionals. Money Concepts® advisors provide holistic planning and offer a full array of non-proprietary products and services including advisory and alternative investment services.

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Contact Author

Allen Porter
Money Concepts
561-847-2113 Ext: 2113
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Mario Monteiro
Money Concepts
561-472-2000 2004
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