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Our Story

A story of growth, experience, and client-centricity.

Navigating Financial Success

The firm began in 2008 when Henry Harris decided to leave corporate America and partner with a friend and colleague to start their own firm. As a Certified Public Accountant and a licensed financial professional, he’s uniquely qualified to provide comprehensive advice driven by the principles of tax-smart planning and over 20 years of experience. The business has now grown to three locations and a team of accounting, tax, and financial professionals supported by a staff of exceptional customer service providers.
Meet Our Team!

Committed Benevolent Interest

In an era where being a fiduciary in client relationships is valued, the Money Concepts Way uniquely emphasizes the philosophy of having a Committed Benevolent Interest (CBI) in the lives of others.  This is not only a much higher standard but is the only way life really makes sense. This approach is not merely about business, but about caring for your client and their life success.  It's about helping your clients live out their desires and dreams.  People don't want to be sold products, they want assurances they will have enough to maintain their independence and make a difference in their world.  People long for personalized help; they want and need you.

Our Corporate Philosophy

Money Concepts is not just a financial planning and wealth management organization.  We are a community of like-minded individuals who share a Committed Benevolent Interest for all.

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