Money Concepts is an independent broker-dealer founded on the principle of true ownership. Since 1979 we’ve formed a network of wealth management franchises (no franchise fee) for advisor, tax pro or financial institution. Independently owned franchises allow advisors to apply "Best Practices"​ to build their business their way. Privately held we are not influenced by product providers. Advisors choose non-proprietary products on a fee and commission basis without quotas or hidden fees. Focused only on advisors, we serve as their business partner.  

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Money Concepts

Denis Walsh

Lawrence R. Lund Cfp®

Mrfc Jim Harris

Liza Perlow

Jeffrey L. Fine

Barry Rittman

Evelyn Boes

Corey Miles

Shannon Britt

Mario John Monteiro

Rfc Kenny R. Parker Sr.

Darren Tharp

Rfc Precita Beatty-Blakeney Rtrp (Ann)

Dan Pyle

Leadership Team

Financial Planning and Wealth Management

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Leadership Team

Financial Planning and Wealth Management

Finance and Accounting

Compliance Team