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Notice Regarding the Monroe Street Construction: click HERE

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. 

 

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 investment management in-house, we are able to conform to our clients' needs, not the other way around.


Meet The Walkner Condon Advisory Team

Walkner Condon Financial Advisors was founded by Clint Walkner and Nate Condon. Jonathon Jordan joined Walkner Condon in late 2017, and Mitch Dewitt in 2018. Watch the videos below to meet our team!

CLINT WALKNER – CO-OWNER & FINANCIAL ADVISOR

NATE CONDON – CO-OWNER & FINANCIAL ADVISOR

JONATHON JORDAN – FINANCIAL ADVISOR


Meet Mitch DeWitt, Financial Advisor


Client Login

This is the custodian client web portal where you can find your brokerage statements, trade confirmations, and tax documents. This will also provide up to the minute balance changes.

This is our main client web portal. Please log in to check your investment performance, account allocation, and document storage capabilities.


Visit us at The Glen!
3418 Monroe St. Madison, WI 53711

Get in Touch with Us!