Money Concepts International Inc.

Money Concepts International Inc. 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 โ€œYOUโ€ 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 affil

iate. 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 โ€œcan doโ€ 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.

August is a milestone month for the Money Concepts network ๐ŸŽ‰ We're proud to recognize the advisors and assistants celebr...
08/27/2026

August is a milestone month for the Money Concepts network ๐ŸŽ‰ We're proud to recognize the advisors and assistants celebrating work anniversaries this month, from a first year in to an incredible three decades of service. That kind of dedication is what makes this network what it is.

Congratulations to all of our August anniversary honorees:

James Obrien, CPA - 30 Years
John Wooten - 30 Years
Mike Meador - 30 Years
John Adams Jr, RFCยฎ - 25 Years
Larry Lund, CFPยฎ - 25 Years
Charlene Martin - 20 Years
Kris Foote - 20 Years
Melanie Hoover - 20 Years
Brenda Parker - 20 Years
Kristi Cumpton - 20 Years
Prisilla Juarez - 20 Years
Barbara Springer - 20 Years
Manisha Blair - 20 Years
Greg Moore - 10 Years
Erica Stark, EA - 10 Years
Walter Brown - 10 Years
Heather Platt - 5 Years
Cody Stapleton, AIFยฎ - 5 Years
Thomas Upton - 1 Year
Hannah Browder - 1 Year
Omar Gonzalez - 1 Year
Carter Honeycutt, RFCยฎ - 1 Year

We are proud to congratulate Fraj Lazreg on being recognized as part of the Financial Services Institute 's 2026 Advocac...
08/26/2026

We are proud to congratulate Fraj Lazreg on being recognized as part of the Financial Services Institute 's 2026 Advocacy Circle of Excellence!

Fraj's commitment to advocacy and engagement with policymakers helps strengthen the independent financial services industry and protect access to professional financial advice. Congratulations on this well-deserved recognition!

Learn more about FSI and the honor here: https://financialservices.org/advocacy/advocacy-circle-of-excellence/2026-advocacy-circle-of-excellence-honorees/

A new partnership begins with a shared commitment to putting clients first. We're excited to welcome Scott Samford of Es...
08/12/2026

A new partnership begins with a shared commitment to putting clients first. We're excited to welcome Scott Samford of Eschaton Financial to the Money Concepts family.

Serving clients from Mandeville, Louisiana, Scott brings a dedication to building lasting relationships and helping individuals and families make confident financial decisions.

Welcome to Money Concepts, Scott, we're excited to have you on board!

๐ŸŒ https://moneyconcepts.com
๐Ÿ“ง [email protected]
๐Ÿ“ž 800-326-1830
๐Ÿ—“๏ธ Schedule a Meeting: Calendly - 15-minute Meeting (https://calendly.com/granadosm/15min-1)

Great advisors make a difference by earning trust, listening first, and helping clients plan with confidence. We're prou...
08/05/2026

Great advisors make a difference by earning trust, listening first, and helping clients plan with confidence.

We're proud to welcome Gina Theodore to the Money Concepts family. From Manchester, New Hampshire, Gina is dedicated to helping clients pursue their financial goals with personalized guidance and a long-term perspective.

Welcome to the team, Gina, we're excited for all that's ahead!

๐ŸŒ https://moneyconcepts.com
๐Ÿ“ง [email protected]
๐Ÿ“ž 800-326-1830
๐Ÿ—“๏ธ Schedule a Meeting: Calendly - 15-minute Meeting (https://calendly.com/granadosm/15min-1)

Strong communities are built by trusted relationships, and great advisors are at the heart of both.We're pleased to welc...
07/29/2026

Strong communities are built by trusted relationships, and great advisors are at the heart of both.

We're pleased to welcome Killian Dowd to Money Concepts. From Dorchester, New Hampshire, Killian is committed to helping clients pursue their financial goals with personalized guidance and trusted advice.

Welcome to the team, Killian!

๐ŸŒ https://moneyconcepts.com
๐Ÿ“ง [email protected]
๐Ÿ“ž 800-326-1830
๐Ÿ—“๏ธ Schedule a Meeting: Calendly - 15-minute Meeting (https://calendly.com/granadosm/15min-1)

โ›ณ The 2026 FPC golf tournament brought advisors from across the Money Concepts network together for a few hours of frien...
07/23/2026

โ›ณ The 2026 FPC golf tournament brought advisors from across the Money Concepts network together for a few hours of friendly competition and connection.

It's one of our favorite congress traditions, the kind of relationship building that happens off the clock and matters just as much as what happens in the conference room.

Tag someone you were happy to see out on the course this year! ๐ŸŒ๏ธโ€โ™‚๏ธ

And that's a wrap on 2026 Financial Planning Congress! ๐ŸŒค๏ธFour days of connection, growth, and learning at the Omni Homes...
07/17/2026

And that's a wrap on 2026 Financial Planning Congress! ๐ŸŒค๏ธ

Four days of connection, growth, and learning at the Omni Homestead wrapped up this week, and we couldn't be more grateful for the advisors, speakers, and staff who made it all happen.

Thank you to everyone who joined us in Hot Springs this year. Safe travels home, and we'll see you at the Annual Planning Congress this December!

Stay tuned for more photos and insights from this powerful conference. ๐Ÿ“ธ

A warm welcome to the outstanding team from Money Concepts of New England in Braintree, Massachusetts! Weโ€™re excited to ...
07/15/2026

A warm welcome to the outstanding team from Money Concepts of New England in Braintree, Massachusetts!

Weโ€™re excited to have Kyle, Federico, Zachary, Damien, and Nolan join the broader Money Concepts family. Their dedication to building meaningful client relationships and delivering trusted financial guidance reflects the values that define our organization.

We look forward to supporting their continued success and celebrating the impact theyโ€™ll make in the years ahead. Welcome to Money Concepts!

๐ŸŒ https://moneyconcepts.com
๐Ÿ“ง [email protected]
๐Ÿ“ž 800-326-1830
๐Ÿ—“๏ธ Schedule a Meeting: Calendly - 15-minute Meeting (https://calendly.com/granadosm/15min-1)

Please join us in welcoming Al Cobb to the Money Concepts network!Based in Huntley, Illinois, Al is the newest member of...
07/08/2026

Please join us in welcoming Al Cobb to the Money Concepts network!

Based in Huntley, Illinois, Al is the newest member of our growing community of independent financial professionals. We are excited to have him with us and look forward to supporting his continued growth and success.

Welcome to Money Concepts, Al; we're glad you're here!

๐ŸŒ https://moneyconcepts.com
๐Ÿ“ง [email protected]
๐Ÿ“ž 800-326-1830
๐Ÿ—“๏ธ Schedule a Meeting: Calendly - 15-minute Meeting (https://calendly.com/granadosm/15min-1)

Introducing our closing keynote speaker for 2026 FPC: Richard Weylman, CPAE, Hall of Fame Speaker and longtime friend of...
07/07/2026

Introducing our closing keynote speaker for 2026 FPC: Richard Weylman, CPAE, Hall of Fame Speaker and longtime friend of the Money Concepts family. ๐ŸŽค

Richard is no stranger to our stage, but this year he's closing out the entire event with a message that is going to stay with you long after you leave the congress: "Overcoming Challenges: Unlocking Your True Potential." Orphaned at age six, raised across nineteen foster homes, and a cancer survivor, Richard knows firsthand what it takes to rise above circumstances most of us can't imagine. He's channeled those experiences, along with lessons from some of the most successful people in the world, into a career helping teams break through what's holding them back.

He's a three-time international bestselling author, a Customer Experience Hall of Fame inductee, and a Horatio Alger nominee for his work on behalf of orphans and widows. Forbes named his latest book a Top Ten Business Book for 2024.

Get ready to walk away from FPC with the mindset and the tools to accomplish more than you thought possible. We cannot wait to close out this event with him!

Note: This event is exclusive to the Money Concepts Community. Check your email for more details!

Address

11440 Jog Road
Palm Beach Gardens, FL
33418

Opening Hours

Monday 8:30am - 5:30pm
Tuesday 8:30am - 5:30pm
Wednesday 8:30am - 5:30pm
Thursday 8:30am - 5:30pm
Friday 8:30am - 5:30pm

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