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.
Our philosophy rests on building an individualized financial plan that works the way you want it to. In the end, it’s not about the assets you accrue over your lifetime, it’s about the experiences your assets can help you afford.
Don’t Feed the Bear features advice on topics ranging from retirement readiness and financial planning tips to market concepts and investment trends. Many of our posts are also available in video format.