MONEY CONCEPTS
CODE OF
ETHICS
Standing strong by the values that define us.
When John Walsh founded Money Concepts in 1979, he did it with the goal of remedying
the weak points of the financial industry in business practices as well as personal
ones. He sought to create an environment that promoted active investment, enthusiasm,
and honesty, and it’s those values that led to the foundation of our Code of Ethics.
For us, it’s more than just an empty list of positive virtues—it’s a non-negotiable
list of qualities we strive to fulfill every time we conduct our business.
See our Better Business A+ Rating!
WHY CHOOSE US ? OUR HISTORY OUR TEAM
Integrity
There’s no substitute for honesty. We expect nothing less from ourselves, our advisors, and the companies with whom we affiliate.
Commitment
We don’t do things halfway; we’re all in. That means we have your best interest in mind - and not just part of the time. It’s a full time job.
Fairness
If an arrangement favors one party, it simply isn’t fair. That isn’t how we operate.
Credibility
You either believe in a thing, or you don’t. If we can’t get behind it, we don’t use it or offer it - and we don’t expect you to either.
Opportunity
If you wait for it to knock, you could be waiting a long time - that’s why we actively seek it out. This means not only staying alert to shifts in the landscape, but being able to spot your moment and seize it without hesitation.
Enterprise
Owning and operating your own business is a complex, demanding effort. We believe the time and resources it requires is worth doing - and worth supporting.
Wisdom
We believe wisdom is collective - which is why we share what we know, with each other and with you; we encourage and expect our advisors to do the same.
Respect
Work without recognition is work without reward. We don’t just get paid in money; we are paid through the shared currency of mutual respect and offer nothing short of that to each other.
Love
Love is not just reserved for partners or personal friends; love is a matter of the heart. If we want our work to matter, we need to invest ourselves emotionally, not just financially.