The BlueGrass Region
The BlueGrass Region
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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+

12 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+

20 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.

GROW YOUR BUSINESS

The Thoroughbred Club >

Coaching & Leadership >

Move Your Business

Your Transition Team >

MANAGE YOUR BUSINESS

Technology Platforms >

Investment Platforms >

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.

Who We Are
OUR TEAM >
Where We've Been
OUR CULTURE >
FAQ
FAQ >

Contact us

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The BlueGrass Region

P (502) 429-0196 | F (502) 429-5283 | 323 Townpark Circle, Louisville, Kentucky 40243 | Bluegrass@MoneyConcepts.com

All Securities through Money Concepts Capital Corp. Member FINRA/SIPC