Walkner Condon Financial Advisors - Madison, Wisconsin

Walkner Condon Financial Advisors

Walkner Condon Financial Advisors, located at 3418 Monroe St, Madison, WI 53711, is a highly regarded financial services firm that has been helping individuals and families achieve their financial goals for over two decades. With a dedicated team of experienced financial advisors, the firm offers a wide range of services, including financial planning, investment management, and retirement planning.

About Walkner Condon Financial Advisors

• Address: 3418 Monroe St, Madison, WI 53711
• Phone: 82344127
• Website: walknercondon.com
• Specialties: Financial advisor, Financial consultant, Financial planner, Investment service
• Other points of interest: Onsite services, Wheelchair accessible entrance, Wheelchair accessible parking lot, Wheelchair accessible restroom
• Opinions: This company has 18 reviews on Google My Business.
• Average opinion: 5/5

At Walkner Condon Financial Advisors, clients can expect personalized attention and a collaborative approach to financial planning. The firm's advisors work closely with clients to understand their unique financial situations, goals, and concerns, tailoring their recommendations to meet each client's specific needs.

Services Offered

• Financial Planning: Walkner Condon Financial Advisors helps clients create comprehensive financial plans that address their short-term and long-term goals, including saving for retirement, paying for education, and estate planning.
• Investment Management: The firm's investment advisors work with clients to develop and implement personalized investment strategies, managing their portfolios to help them achieve their financial objectives.
• Retirement Planning: With the help of Walkner Condon Financial Advisors, clients can create a clear roadmap for a comfortable retirement, addressing factors such as saving, investing, and managing retirement income.

One of the key strengths of Walkner Condon Financial Advisors is their commitment to building long-term relationships with clients. The firm's advisors take the time to get to know their clients on a personal level, understanding their values, priorities, and risk tolerance, and working with them to develop a financial plan that aligns with their unique goals and circumstances.

Why Choose Walkner Condon Financial Advisors

• Expertise: With decades of combined experience, the advisors at Walkner Condon Financial Advisors have the knowledge and skills to help clients navigate complex financial decisions and achieve their goals.
• Personalized Service: The firm's dedication to personalized attention sets them apart from larger, more impersonal financial services firms. Clients work closely with their advisors to develop a financial plan that is tailored to their specific needs and circumstances.
• Comprehensive Services: Walkner Condon Financial Advisors offers a wide range of financial services, from financial planning and investment management to retirement planning and estate planning, making them a one-stop-shop for all of a client's financial needs.

Overall, Walkner Condon Financial Advisors is a highly respected and trusted financial services firm that has helped countless clients achieve their financial goals. With their expertise, personalized service, and comprehensive range of services, they are well-positioned to help individuals and families navigate the complexities of personal finance and achieve long-term financial success.

👍 Reviews of Walkner Condon Financial Advisors

Aaron R.

5/5

I've been working with Mitch for several years now, and I've had a great experience. He takes time to understand my goals and patiently explains what options are available to me and what they entail. He communicates proactively, following up with me about any loose ends we may not have addressed during in-person meetings. Everyone I've interacted with at Walkner Condon has been warm and friendly, which makes it super comfortable.

Kim N.

5/5

Honestly, Walkner and Condon are the best! I can align my investments with my values, have some clarity around my future plans and have someone available to talk to when situations come up or change. Working with Mitch, in particular, has been so helpful. He has put my mind at ease many times during difficult times. He is supportive and kind and does not project any need to aggressively make money. He sincerely has my best interests and values at heart.

Amanda S.

5/5

Walkner Condon has been managing my investment and retirement accounts for about 4 years and whenever I can, I happily recommend their services. Over the course of our business relationship, I've often turned to Clint for his thoughts and recommendations on investment opportunities, and he's also helped me roll over a 401K into an IRA and start a college fund for my son. My interaction with the office staff has always been great - thorough and fast. I trust Clint and WC to treat my money as if it were their own.

Tyson S.

5/5

We've been with Clint and Nate for years. The best thing about them is that they listen closely, don't try to push/sell anything, and tell us what we need to hear in plain language. I would absolutely recommend WC to a friend or family member.

Liba B.

5/5

I was Clint Walkner’s client when he was a financial advisor at the UW Credit Union and decided to follow him when he and Nate started their own company. Since then their firm grew and added more competent people I trust and enjoy working with. My current advisor Mitch DeWitt is one of them. He knows how to listen, explain and offer good advice. I am a passive investor and knowing that my money is managed by a team of smart, capable, honest people gives me a peace of mind. I highly recommend them to anyone who is looking for financial advisors who have both expertise and integrity.

Jeff K.

5/5

My wife Gwen and I were clients of Clint Walkner when he was a financial adviser employee at UW Credit Union. We followed Clint when he and Nate started Walkner Condon because we trusted Clint and were impressed with him as a professional advisor. Nate and Clint both worked with us when they first started their business.
They reviewed the investments that we had, listened to us talk about our family, work, future plans, retirement programs offered by our employers, and our thoughts about financial risk(which was completely different for each of us).
They advised us to stay with our current employers’ plans while we were still working to save us money and they handled our other investments. They now handle all of our investments since we retired.
They have since hired quality professionals to further help their clients. They have a fiduciary relationship with us so that we do not get bogged down in all of the investment details and stay within the investment goals that we agreed to.
We meet with Clint when we want. We could not be happier.

Jay S.

5/5

My wife and I have worked with Jon Jordan for over 20 years and followed him when he went to Walkner Condon. I couldn’t be more happy with my investment results and the advice that Jon has provided. I don’t have the time to deal with my accounts on a day to day basis and I feel quite confident that I am in great hands. I have met other team members at Walkner Condon and they are all top notch people who know their business and care about their clients. If you are looking for an excellent financial advisor, I would recommend you call them !

Susan S.

5/5

Investing is one of those things that I know next to nothing about and is too daunting for me to try to learn. My advisors at Walkner Condon are perfect for me--they allow me to stick with my preference of staying pretty hands off while also explaining things in ways that I can easily understand and keeping me informed of anything I need to know or actions I need to take. I appreciate that they take all the guesswork out of it for me, and I trust them completely to do what's best. I had delayed doing anything with retirement or investments because it was too overwhelming, and I'm so glad that Walkner Condon has enabled me to get started on that path by making it so easy and accessible for me. Had I wanted to be more hands on I certainly could have been, but it was a relief to know that I didn't have to be. If you are looking for a team of financial advisors that you can trust and that genuinely cares about you, I highly recommend Walkner Condon!