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Financial Concepts

EST. AUM
$1,088,251,596

CONTACTS
3

CLIENT ACCOUNTS
5,235

Firm Details

Metro area Jackson, MS
CRD Number 157616
Website fincon.net
Client types

Overview

Financial Concepts is a family-owned financial planning firm based in Columbus, MS, with over 35 years of experience. The company takes a holistic approach to financial planning, addressing all aspects of clients' lives—including family, health, and retirement—to empower them to achieve their goals and dreams. Founded in 1988 by Rhonda Ferguson, the firm operates under the legal name Giraffes, Inc., inspired by her fondness for giraffes and cherished memories of living near a zoo. In 2006, Rhonda’s son, Scott Ferguson, joined the firm and now serves as CEO and Principal Planner, continuing its legacy of delivering personalized, high-quality financial services.

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Alternative Activity

Address

925 West Lancaster Ave
Suite 220
Bryn Mawr, PA 19010
Tel: (610) 642-1481 

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