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.