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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Enterprise Software

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

The Financial Planning and Wealth Management team at Money Concepts is dedicated to providing personalized financial strategies and services to clients, focusing on wealth accumulation, preservation, and legacy planning. The team is composed of experienced wealth managers and financial planners who offer non-proprietary product recommendations on a fee and commission basis, ensuring customized solutions without conflicts of interest. Their goal is to empower clients to achieve financial independence and success through comprehensive and tailored financial planning.

Financial Planning and Wealth Management

Leadership Team

Finance and Accounting

Financial Planning and Wealth Management

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Leadership Team

Finance and Accounting