Founded in 1979, Money Concepts International, Inc. is an independent broker-dealer and registered investment advisor firm headquartered in Florida. The company's core mission is to support independent financial advisors by providing them with the tools, technology, products, and back-office support needed to offer holistic financial planning and wealth management services to their clients. Their model emphasizes a "Financial Planning First" approach, allowing advisors to operate their own businesses under the Money Concepts brand and regulatory umbrella.

Founded in

United States