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.
“The industry has been going through the most dynamic period of change that I have observed in my career in the business. Without question, we are in the most volatile era of change in every aspect of what we do. I think I have some ideas of how to take advantage of the opportunities these dramatic changes present and that thought excites and challenges me immensely.”
Wall Street Journal, 1979
Today, our CEO Denis Walsh strives to maintain the foundation John Walsh laid out, while also adding to his father’s vision the powerful concept of Committed Benevolent Interest to change the entire industry with this new approach:
Money Concepts is not just a financial planning and wealth management organization.
Connect with us to discuss what that could look like for you.