OUR Culture

In 1979, Money Concepts founder John P. Walsh recognized major weaknesses in the distribution systems of the financial services industry and dedicated his new company to solving these problems.

Mr. Walsh created a turnkey Money Concepts Financial Planning Center that allowed community-based financial institutions, tax professionals, and independent financial planners a structured and unbiased way to offer their clients and customers holistic financial planning and wealth management solutions. Money Concepts is a privately-held company completely independent of the influence of product providers.

Today, there are more than 600 Money Concepts Planning Centers throughout North America, Europe, and the Pacific Rim.

Established in 1981, The Bluegrass Region and Regional Director, Russ Lytle are committed to creating an experience for advisors that is impactful and measurable. The Bluegrass Region consistently ranks as one of the top ten largest wealth management firms in the state of Kentucky and has been Money Concepts’ number one region since 2004.

Our culture is what sets us apart from the rest. With an experienced, fiercely loyal Leadership Team and an advisor-centric firm, the Bluegrass Region has assembled a team of high-quality professionals, delivering first-class advice while helping and caring for each other.

Join our team and we’ll help you build a business molded by your own vision, giving you the means to tap into a collaborative culture built with exceptional people. Come see why we are winning the challenges of our industry with advisors and clients who respect us and celebrate our business’s success.