What is “Comfortably Unique”?
For us, comfortably unique means sitting down with someone you trust over a cup of coffee, to focus on your family, goals and aspirations. Conveniently located close to campus in the Monroe Street neighborhood, Walkner Condon Financial Advisors provides financial planning and wealth management services to individuals and families in the Madison, WI area.
What We’re Not
While this video depicts a satirical situation, it illustrates an experience all too common in financial advising.
Don’t Feed the Bear features advice on topics such as retirement readiness, financial planning tips, market concepts and investment trends.