Walkner Condon Financial Advisors

Walkner Condon Financial Advisors started in 2012 in Madison, WI. In 2012, the SEC registered our independent wealth management firm. We are fiduciary, fee-only financial advisors. We have legal obligations to serve the best interests of our clients. We have three CFP(r) professionals on our team. They have passed the highest standard for financial advisors. Our clients are welcome to meet us at our office on Monroe Street in Madison, WI, or work with our financial advisors remotely. Clients in Madison, WI, and across the nation sought advice from Walkner Condon in the beginning. In 2019, we started serving Americans worldwide. We added a team of financial advisors who help U.S. ex-pats and cross-border families that have U.S. citizenship in 2019. Some people may need a financial plan only for a single event or time. We make a difference by providing clarity and being a long-term partner to help reach your financial goals. Life can be complex because it changes constantly. Your financial plan must flex to account for those changes. We believe education is essential because we hold regular meetings and maintain open lines of communication. We keep our clients informed about every aspect of financial life. We create, update, and explain the entire financial plan and have complementary videos, podcasts, and blog posts. Everyone, regardless of whether they are clients, pre-existing clients, or new to us, is encouraged to sign our newsletter.

Walkner Condon has received mainly positive reviews because of its expert advice and customer service. Clint, Nate and their team are highly recommendable financial advisors. All reviews praise them for their integrity and helpfulness. It is a comfort working with such a knowledgeable and trustworthy group. These advisors serve as counselors in times of life and financial change. Over time, they stay involved and explain investments in easy to understand ways. It is those everyday advice and assistance that many of the reviews value. There are a lot of years behind these trusting and satisfying relationships. The team seems thoughtful and good at what they do, helping clients make sense of the market and their assets. There are many positive reviews that recommend Walkner Condon. The majority of clients are so satisfied with these advisors that they are happy to tell others. The team is filled with excellent people who provide thoughtful guidance. Another main point in the reviews is that clients feel their money and accounts are safe and that they have the help they need. Marshal and his team represent the standard of financial services in customers' eyes. This firm offers a lot of different services, provides many resources for clients and represents an alternative to traditional financial promises. People who seek independent advice will likely find the advice they are looking for in this team. Most people coming to Walkner Condon recommend it as a strong financial planning option.