Walkner Condon Financial Advisors
Comfortably Unique™
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Walkner Condon Financial Advisors
Walkner Condon Financial Advisors
Madison, WI
Serving Clients Nationwide
Comfortably Unique™
Locations
Alicia Vande Ven
Syl Michelin, CFA
Walkner Condon Financial Advisors
Video
Compensation Methods
- Fee Only
- Percentage of Assets Managed
About Us
Ensuring that our clients have the tools and knowledge to face the future with confidence is at the heart of Walkner Condon’s process. Walkner Condon works with both U.S. based clients and expats.As fiduciary financial advisors, we strongly believe in being a long-term partner that our clients can trust to achieve their financial goals. We understand your life is complex and can have many twists and turns, which is why your financial plan should continually evolve to mirror those life changes.
We also believe in helping educate our clients on all aspects of their financial lives through regular meetings and transparent communication. This starts with building, revising and explaining a comprehensive financial plan, complemented by our videos, podcasts, and blog posts. Whether you’re a current client or just checking us out, we’d encourage you to subscribe to our newsletter by visiting our website.
THE WALKNER CONDON INVESTMENT EXPERIENCE
Walkner Condon Financial Advisors provide custom investment solutions for our clients. We will help you identify what portfolio series best fit your financial objectives and risk tolerance. While many advisors are inflexible with inherent biases towards passive or active management, we believe strongly in offering choice in investment strategy. We also offer portfolios that seek to align investment objectives with client values.
✅ We believe that the bulk of client’s portfolios should be invested in a globally diversified manner and that clients benefit from a “buy and hold” approach rather than one that attempts to time the markets.
✅ We seek to utilize funds that are low in cost relative to their peers and categories and are generally tax efficient, though there are times where we may consider funds that are higher in cost or turnover if we determine it makes sense from an allocation standpoint.
✅ We offer our clients choice in their asset management strategy and are not absolute in our views in the debate between active and passive management.
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View DisclosureWho We Serve
- Baby Boomers
- Business Owners
- Corporate Executives
- Gen X
- Intergenerational Families
- Living in Retirement
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