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Money Concepts International, Inc. is an independent broker-dealer and financial planning firm established in 1979, headquartered in Palm Beach Gardens, Florida. The company offers a broad spectrum of financial products and services through its extensive network of independent financial professionals. Money Concepts focuses on delivering personalized financial advice, holistic wealth management, strategic retirement planning, tailored investment strategies, and comprehensive insurance solutions to individuals, families, and businesses. The firm operates on a 'client-first' philosophy, empowering its advisors with the necessary tools, technology, training, and robust support systems to effectively serve their clients' unique financial goals and needs.
The headquarters serves as the central operational hub, managing compliance, advisor support services, technology infrastructure and development, national marketing efforts, and the overall strategic direction for the Money Concepts network of independent financial professionals.
The headquarters is a modern office facility, designed to foster a productive and collaborative environment for corporate employees and to support visiting financial advisors. It is equipped with contemporary business amenities.
Money Concepts cultivates a work culture that is supportive and entrepreneurial, focused on empowering its independent financial advisors while providing strong corporate backing. The environment emphasizes professionalism, ethical practices, continuous learning, and a steadfast commitment to client success and financial well-being.
This central office is crucial for upholding rigorous regulatory compliance standards, delivering essential back-office and operational support, innovating financial products and service offerings, and spearheading the growth and strategic initiatives of the entire Money Concepts network.
While Money Concepts primarily focuses its operations within the United States, boasting a wide network of independent financial advisors across the nation, its full name, Money Concepts International, Inc., reflects its capacity and historical engagement in international markets. The company has infrastructure to support financial professionals and serve clients in select international jurisdictions, particularly for wealth management and financial planning for expatriates and global citizens. Historically, this has included presence or affiliations in regions such as the Caribbean, and parts of Asia and Latin America, facilitated through its international division.
11440 North Jog Road
Palm Beach Gardens
FL
USA
Address: 120 West Main Street, Fredericksburg, TX 78624 (Example Advisor Office)
Serves the diverse financial needs of individuals, families, and small businesses in the Fredericksburg, Texas area and surrounding Hill Country communities, offering personalized financial guidance.
Address: 103 E Main St, West Branch, IA 52358 (Example Advisor Office)
Caters to the specific investment, insurance, and financial advisory requirements of the West Branch, Iowa community and the broader Johnson County region.
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As of April 2025, Money Concepts' leadership includes:
Money Concepts has been backed by several prominent investors over the years, including:
Based on publicly available information and company announcements, Money Concepts has maintained stability within its core C-suite executive team over the last 12 months, with no major publicly reported new hires or departures at this level.
Discover the tools Money Concepts uses. Highperformr reveals the technologies powering your target accounts — helping your sales, marketing, and GTM teams prioritize smarter and close faster.
Money Concepts commonly utilizes an email format consisting of the first initial of the employee's first name followed directly by their full last name, at the moneyconcepts.com domain. While other formats might exist for specific roles or departments, this pattern appears to be the most prevalent for corporate employees.
firstinitiallast@moneyconcepts.com
Format
dwalsh@moneyconcepts.com
Example
90%
Success rate
MoneyConcepts.com / PRNewswire • February 27, 2024
Money Concepts reported record-breaking attendance at its 2024 Regional Meetings across the U.S., highlighting strong advisor engagement and network growth. These meetings focused on strategic initiatives, technological advancements, and practice development strategies....more
Yahoo Finance / PRNewswire • July 26, 2023
During its 2023 National Financial Planning Congress in San Juan, Puerto Rico, Money Concepts hosted a 'Women in Business' luncheon to honor the achievements of women in the financial industry, fostering networking and discussions on empowering female financial professionals....more
MoneyConcepts.com / PRNewswire • July 25, 2023
Money Concepts recognized its top-performing financial advisors and regional directors at its 2023 National Financial Planning Congress. Prestigious awards such as the 'President's Club,' 'Chairman's Club,' and 'Advisor of the Year' were presented....more
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