Our History

independent and unbiased

In 1979, Money Concepts founder John P. Walsh recognized major weaknesses in the distribution systems of the financial services industry, and dedicated his new company to solving these problems. Mr. Walsh created a “turnkey” Money Concepts Financial Planning Center that allowed community based financial institutions, tax professionals and independent financial planners, a structured and unbiased way to offer their clients and customers holistic financial planning and wealth management solutions. Money Concepts is a privately held company completely independent of the influence of product providers. Today, there are more than 700 Money Concepts Planning Centers throughout North America, Europe and the Pacific Rim.

As an International Financial Services Broker Dealer we’re striving to be the first! As your Broker Dealer we’re working to be your last!

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Important Investing Information: Not all investments and services mentioned are available in all states. Money Concepts registered representatives are restricted to conduct business only with residents of a state and/or jurisdiction for which they are properly registered. When investing from outside of the United States, you are subject to the securities and tax regulations governing your jurisdiction. Contact us directly for detailed information about investment regulations outside of the United States. Disclosure