Join The Independent Broker-Dealer
Make us your last broker-dealer...
Serving independent financial planners in wealth management practice since 1979!
Our founder, Jack Walsh recognized major weaknesses in the financial planning industries distribution systems and he dedicated his new company to creating a solution. That desire to see challenges as opportunities remains at the heart of Money Concepts as an Independent Broker-Dealer and Business Partner to their Financial Professionals since 1979
From solo producers to large producer groups, we focus on the unique need of true Financial Professional independence. This focus allows us to be proactive, innovative and relationship centered. For this reason and many more... over 40% of our advisors have placed their trust in Money Concepts as their last broker-dealer for 20+ years. Only true broker value could sustain such a high advisor retention.
Our open environment thrives by providing a turn-key wealth management business platform while allowing advisors independence and flexibility in how they choose to run
THEIR financial planning business. You own your financial practice by contract! We're the independent broker-dealer that puts this in writing.
Our brokerage 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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