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.