fbpx

Comfortably Unique

Accessible & Dependable

Ensuring that our clients have the tools and knowledge to face the future with confidence is at the heart of Walkner Condon’s process.

While some may want a one-time plan, 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 below.

We help our clients look forward to their financial futures with confidence and clarity.

Our Process

GAPP

Goals. Analysis. Planning. Personalized to you. It’s our process we follow in helping our clients achieve financial wellness.

Our Difference

Putting Pieces in Place

Do your finances feel like they are not fitting together? Much like a puzzle, we help you out the pieces together in a cohesive manner.

Who We Aren’t!

This guy ↑

Have you ever been given the hard sell by another “financial advisor”? This may be all too familiar.

We value experience and education at Walkner Condon, choosing to hire advisors and support staff that deeply care about clients’ wellbeing.

Frequently Asked Questions

How are you different from other advisors?

The client is at the center of our process. We don’t “put” you into a portfolio or a product; we work with you to find the best solutions for you and your family’s needs.

Our experienced advisors collaborate with you in a comfortable environment, seeking to empower you in your financial future.

Walkner Condon is fee-only, which means the only revenue we receive is from the management fees that are paid to us by our clients. We serve as a fiduciary to our clients – that means we must recommend products that are in our clients’ best interest. We do not receive any commissions from the sales of financial products.

Does your initial meeting carry a fee?

Our initial “fit” meeting carries no cost or obligation. Usually, this meeting lasts about 45 minutes and is designed to let you get a feel for how we work with clients and discover what you would like to accomplish. We will mutually decide after that meeting if we would like to continue on to further conversations. This initial onboarding process often takes 1-3 additional meetings depending on the complexity of your personal situation.

What should I expect for returns?

Working with an advisor doesn’t necessarily give you “better” performance or that we will beat some arbitrary investment benchmark like the S&P 500. Frankly, if performance is your main driver of determining success, we may not be the right fit for you. We believe in trying to keep costs low while achieving broad diversification across a variety of asset classes.

Do you have an account minimum?

Our investable asset minimum is $500,000. If you are close to that amount, or have questions about what constitutes an investable asset, please feel free to contact us ahead of scheduling a meeting.

If you’re in the early stages of your financial journey and aren’t yet ready to consider hiring us, we’d encourage you to check out this Investment & Retirement Guide, which breaks down several core concepts and provides additional resources to help guide your journey.

What are the types of clients you usually work with?

Clients that we work with generally have the following attributes:

  1. You value our cumulative experience, expertise, the thoughtful advice we’re able to offer as a result (and are willing to incorporate it).
  2. You know how to set a goal and achieve it.
  3. You want us to help you grow your wealth, not time the markets or offer tips on “hot” stocks or sectors.
  4. You see us as your knowledge resource for every life event that involves a dollar sign, but you also know that it’s not cool to text us at 7 a.m. on Saturday and expect an immediate response.
  5. We enjoy our time together and share mutual respect for one another.

Do you work with clients that want to align their values with their investing?

Absolutely. We offer portfolios for those investors that would like to follow an environmental, social, and governmental (also known as ESG) screening process or wish to align religious beliefs with their investments. 

Do you do hourly planning for a one-time engagement?

It is our preference to work with clients on an ongoing basis, as we believe it offers the ability to build a relationship and assure that objectives and benchmarks are met.

We do understand that from time to time, there may be instances where an engagement is requested to give a snapshot in time or solve a particular problem. Jonathon Jordan offers this type of planning on an hourly basis. The minimum fee for engagement service is $2,500, with one half the engagement fee due at the time of the signing of the client agreement. Click here to schedule a no-cost initial meeting with Jonathon where he can understand the scope of the engagement and the projected cost.

Founded in 2012, Walkner Condon Financial Advisors is an independent, SEC-registered wealth management firm in Madison, WI. As fee-only, fiduciary financial advisors, we are legally bound to act in the best interest of our clients. We support clients locally with meetings at our Madison-based office on Monroe Street, as well as clients throughout the country with virtual appointments.

3418 Monroe Street, Madison, WI 53711
(608) 234-4127
[email protected]

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.

Contact

Get In Touch

Message us with any questions, comments, or items that you need help with.

Contact Us - Walkner Condon Financial Advisors