In accordance with the US Securities and Exchange Commission rules, a "Like" should not be interpreted as an endorsement of the firm or its advisors. Company Overview
Money Concepts Wealth Management is an entrepreneurial based broker-dealer founded on the principle of true ownership. Since 1979 we have formed a network of "Turnkey" wealth management franchise opportunities (without the franchise
fee) for independent advisors, tax professionals and community based financial institutions. Our independently owned franchises allows our advisors to apply the industry's "Best Practices" with their unique abilities to build their business. As a privately held company we are completely independent of the influence of product providers. This independence offers advisors a platform of non-proprietary products on a fee and commission basis without quotas, hidden fees or haircuts. We are relentlessly focused on our advisors to serve as their business partner. This understanding and commitment is one of the many reasons that 40% of our advisors have placed their trust in us for over 20 years. We would welcome the opportunity to share more about the Money Concepts experience and explore how we could serve your needs. For more information visit www.moneyconcepts.com or [email protected]
Specialties
Independent Financial Planning, Community Banks and Credit Unions, Tax Professionals, Financial Advisors
Description
Our Philosophy
At Money Concepts you are in business for yourself, not by yourself. Money Concepts is an entrepreneurial based company founded on the principle of true ownership. This means that all Money Concepts Centers are independently owned and operated, with “YOU” being the central focus of everything we do. Our corporate philosophy is based on five key pillars:
Integrity
We pledge soundness and honesty in all our dealings with clients and companies with whom we affiliate. Commitment
We regard all associations as a trust and give our total attention to the best interest of our clients, now and in the future. Fairness
We insist that all arrangements must work equally well for all parties in both human and financial terms. Credibility
We will not associate ourselves with products or services we cannot believe in and use with pride and integrity. Opportunity
We will constantly be alert to changes in markets, products, regulations, and the economy for the opportunities they may create. Enterprise
We believe in the power of the “can do” spirit of private enterprise . . . owning your business is a bold and difficult task, but a worthwhile venture. At Money Concepts you not only own your business by contract but also receive substantial support and direction.
