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.
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Integrity

There’s no substitute for honesty. We expect nothing less from our clients and the companies with whom we affiliate.

Commitment

We don’t do things halfway; we’re all in. That means we have your best interests 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—and 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.

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 on 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, and both 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. And if we want our work to matter, we need to invest ourselves emotionally, not just financially.