INDEPENDENCE
DONE RIGHT
IS EVERYTHING
INDEPENDENCE
DONE RIGHT
IS EVERYTHING
While the idea of an “independent advisor” has become a bit of a cliché, it is anything but at Money Concepts.
We provide all the tools, advice, support, and collaboration that you would expect from a larger firm, but we do so while honoring and supporting what it means to be truly independent. Join our team of first-class advisors and leverage the advantages the Bluegrass Region has to offer.
WE HAVE
$400,000+
15 advisors with
$400,000 + in annual GDC
$2.7 BILLION
Assets under
Management
20+ Years
40% of advisors with
20+ years of experience
$200,000+
35 advisors with
$200,000 + in annual GDC
Where's your focus?
Whether you're just now starting a practice or have been in business for decades, our team is here to provide you with the leadership, resources, and platforms you need to be successful. Click below to discover the multitude of ways our team can support you.
Move Your Business
Learn more about us
Get to know our team and the journey we've taken to be where we are today. You can also get the answers to some frequently asked questions from advisors like you.
Contact us
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