What is “Comfortably Unique?”
For us, comfortably unique means sitting down with someone you trust to focus on your family, goals, and aspirations. Walkner Condon Financial Advisors provides in-person financial planning and wealth management services to individuals and families in the Madison, WI (Greater Dane County) and Milwaukee, WI (Greater Waukesha County) areas. We also have the ability to serve our clients virtually and internationally.
One of the unique things about Madison and Milwaukee is that for cities of their size, they have many international connections: either through dynamic multi-national companies or through the University. As we’ve grown, we realized that we could use the expertise of someone who could help our clients wherever they or their families end up. That’s another thing that is comfortably unique about Walkner Condon: we can help you wherever in the world life takes you.
We Are Fiduciaries.
We are a fee-only financial planning firm driven by the fiduciary standard of care under the Investment Advisers Act of 1940. By being fiduciaries for all of our clients and their transactions we are required by law to put our client interests before ours. It is our belief that this should be the gold standard for all financial advisors, not the exception.
We Are Independent.
We are an independent financial planning firm. This simply means that there isn’t an overarching company or management structure influencing our decisions or recommendations. Therefore, our clients have confidence that our advice is centered around their needs, wants, and wishes. By keeping the day-to-day operations in-house, we are able to conform to our clients' needs, not the other way around.