Empowering Others, Driving Innovation, Delivering Results

The MOMENTUMgroup Difference

The Money Concepts MOMENTUMgroup Difference lies in our ability to provide personalized financial solutions that empower clients, financial professionals, and institutions to achieve their goals confidently. We offer the perfect balance of resources and support, helping ensure that our advisors and associates can focus on delivering exceptional service while fostering long-term client relationships. By staying adaptable and forward-thinking, we help clients navigate their financial journey with clarity and trust.

Our Culture

We encourage all associates and employees to freely share ideas and things that work for them. This is our culture in action! Through the principle of CBI, each of us, helps one another become successful.

"Culture trumps everything else in an organization." DENIS WALSH | President & CEO

Our Guiding Principles

Mission Statement:
The most important person in our organization is you.

Our Motto:
The more you do for others, the more you do for you.

Vision Statement:
Cultivate a community based on CBI for all, family members, clients, associates, independent financial professionals, tax professionals, and financial institutions, to enjoy unmatched culture amplified by timely support, effective resources, and powerful technology to achieve the highest level of success you can imagine.

We invite you to embrace our culture!

Our Story

A Legacy of Excellence

Our Vision

We don't just see the future—we help shape it

Our Difference

goes beyond today, helping shape your future with impact

Our Team

Innovation in action — helping deliver solutions

Connecting Visions, Empowering Futures!

Let's Connect!

Navigating the world of finance is a continuous journey, and we're committed to being by your side at every stage. Whether you're a client, financial professional, or institution, our team is here to provide the support and clarity you need. Have questions or need assistance? Connect with us, and one of our dedicated professionals will be in touch to guide you further.

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Let's Connect!

Let's Connect!:

5600 Mexico Road, Suite 1
Saint Peters, MO 63376

Primary:

(636) 925-3000

Fax:

(636) 244-2203

E-mail address:

kparker3@moneyconcepts.com

SAINT PETERS Office

SAINT PETERS Office:

5600 MEXICO ROAD STE.1
SAINT PETERS, MO 63376

Primary:

(636) 925-3000

Fax:

(636) 244-2203

E-mail address:

kparker3@moneyconcepts.com

Independent by Design. Unified by Purpose.

What Sets Us Apart Moves You Forward

At MOMENTUMgroup, our difference is rooted in how we serve—and who we serve. For clients, it means access to financial strategies that are transparent, personal, and free from sales-driven pressure. For financial professionals, tax experts, and financial institutions, it means the freedom to grow your practice or organization your way, backed by the strength, tools, and values of Money Concepts. We don’t offer a one-size-fits-all model—we offer a partnership that adapts, supports, and moves with you.