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Company details
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Walkner Condon Financial Advisors distinguishes itself through a combination of personalized service, fiduciary commitment, and specialized expertise, making it a choice for households seeking comprehensive financial guidance. As an independent, fee-only firm, we operate without the influence of commissions or third-party incentives, ensuring that all advice is aligned solely with clients’ best interests. This fiduciary approach fosters trust and transparency, foundational elements of our client relationships. Our dedication to education empowers clients to make informed decisions about their financial futures. Through resources like blogs and podcasts, we demystify complex financial concepts, enabling clients to navigate their financial journeys with confidence. Walkner Condon’s team comprises professionals with diverse backgrounds and certifications, including CFP®, CFA®, JD, MBA, and Ph.D. degrees. This breadth of expertise allows us to address a wide array of financial planning needs, from retirement and tax planning to investment management and estate planning. Our firm offers specialized services for U.S. expatriates, addressing the unique financial challenges faced by Americans living abroad. The international team provides tailored strategies that consider cross-border tax implications and investment opportunities. Recognition by USA TODAY/Statista as the #1 firm in Wisconsin and #32 nationwide underscores Walkner Condon’s commitment to excellence and client satisfaction. This accolade reflects our consistent growth and the positive impact we had on our clients’ financial well-being. See our website for details on how we were ranked for this award.
Contact info
3418 Monroe St, 53711, Madison, United States
- info@walknercondon.com
- walknercondon.com
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