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Money Concepts

About Money Concepts

Money Concepts is a financial advisory firm and independent broker-dealer founded in 1979 and based in Palm Beach Gardens, Florida. It operates under Money Concepts International, Inc. and has a network of over 700 financial planning centers across North America, Europe, and the Pacific Rim. The firm focuses on a holistic approach to wealth management, providing services that include financial planning, investment advisory, and institutional services.

Min project size

50,000+

Hourly rate

50 / hr

Employees

620

Locations

United States

Year founded

Founded 1979

Service Lines

Consulting30%
Implementation25%
Support & Maintenance20%
Training15%
Custom Development10%

Leadership Team

B

Barry Rittman

Vice President and Chief Financial Officer

B

Brian Adams

President and Registered Financial Consultant®

S

Shari Wyse

Financial Advisor, President

B

Bruce Adams

Owner

B

Brock Harris

President, Financial Planning Centre

P

Pamela Mayfield-Kizzee

Financial Advisor / President / Investment Advisor

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