Money Concepts

Specialties

Financial Planning Success Solutions ~ Located in Columbus, OH — Just north of Worthington & south of Lewis Center (Polaris Area).

With Money Concepts, putting hard earned dollars back to work is the cornerstone of accumulating capital and building wealth. Choosing the optimum mix of investments from the many options — stocks, bonds, life insurance products and other investment tools — is the secret to achieving financial success.

In addition, we created the Breakthrough Advantage ~ a 6 step process that helps guide you toward obtaining your bigger future with confidence and clarity.

All Securities through Money Concepts Capital Corp Member FINRA/​SIPC

History

Established in 1994.

Craig A Sutherland started his Money Concepts franchise and developed his business on a completely independent basis in 1994. In 2005, Susan Finefrock attained her securities licenses, became a registered securities representative and joined Money Concepts as a Senior Advisor and Planner. Jason Gaylor joined Money Concepts as a Senior Associate in early 2009 and has been able to build upon his background to offer a complete holistic/​solutions based approach for his clients.

Meet the Business Owner

Craig S.

Business Owner

Craig A Sutherland, RFC is a native Ohioan & prides himself on providing professional comprehensive wealth management nationally to his developed clientele. He created The Breakthrough Advantage™ from a passion to help individuals, businesses, & family’s obtain a bigger future. In addition, Craig has founded the Money Concepts Classic which is a highly successful charity golf tournament to benefit the St. Jude Children’s Research Hospital.

Craig began his career in Columbus Ohio working for a venture capital firm that assisted in raising monies for statewide start up businesses. He quickly became the youngest assistant Vice President in the company’s history. Soon thereafter, he was offered a position at Shearson Lehman Brothers in the early 1990’s.

Craig has been named President of the year nationally 2000 – 2011 & Financial Planner of the Year ²⁰⁰⁴⁄₂₀₀₆. Also, he is a member of the prestigious Millionaires, Eagles, Century, & Professional Clubs 1998 – 2011.