The Independent Financial Professional
Make us your last Broker Dealer...
Servicing independent financial professionals has been our business since 1979!
Our founder, Jack Walsh recognized major weaknesses in the distribution systems of the financial services industry and dedicated his new company to solving these problems. That desire to see challenges as opportunities remains at the heart of Money Concepts as an Independent Broker Dealer and Business Partner to their advisors since 1979
From solo producers to large producer groups, we focus on the unique needs of our Financial Professionals. This focus allows us to be proactive, relationship centered and innovative. For this reason and many more.. 40% of our advisors have placed their trust in us as their last Broker Dealer for 20+ years.
Our open environment thrives on providing turn-key solutions while allowing advisors to have flexibility in how they choose to run THEIR business. You own it by contract! Our programs include:
- Holistic Wealth Management through the financial planning process
- Dedicated platform services for Financial Institutions
- Full Ownership of your Wealth Management Practice
- Turn-Key programs for CPAs and Tax Professionals
- Advisory Services
- Alternative Investments
- Life Insurance
For more information please Contact Us to schedule a confidential conversation. Follow us on Facebook, LinkedIn and Twitter.
As an Independent Broker Dealer we’re striving to be first! As your Broker Dealer we’re working to be your last!
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