Managing Partner | Financial Advisor | CCO
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Experience a unique approach to financial planning and investment management, grounded in our commitment to trust and transparency.
As an independent, fee-only firm, we prioritize your best interests with tailored, flexible investment strategies and an education-first approach.
Prepare for a secure financial future with our retirement planning services. We focus on strategic social security claiming strategies and tax-efficient income management, tailoring our advice for optimal benefits.
Explore strategic financial planning for education with options like 529 plans and UTMAs, offering significant tax advantages and growth potential to fund your educational future more efficiently.
Skillfully manage employee stock options like ISOs, NQSOs, RSUs, and more. Our tailored strategies optimize your financial health, aligning with your long-term goals while minimizing tax implications.
Optimize your tax situation with strategic Roth conversions and comprehensive retirement planning. Our professional guidance helps reduce your tax liabilities while aligning with your long-term objectives.
We tailor our investment management to your values and goals, focusing on value-based investing, direct indexing, tax-managed accounts, and enhancing employer participation in 401k and 403b plans.
Manage your concentrated stock positions effectively with strategic insights and tailored strategies, designed to mitigate risks, balance your portfolio, and align with your broader financial goals.
We start with a comprehensive assessment of your financial risks, then develop custom strategies that mitigate risks, safeguard your assets, and align seamlessly with your long-term investment goals.
We offer financial planning services for state employees, focusing on deferred compensation plans, sick leave conversion, state pension projections, and 403(b) investments for your long-term security.
Plan for a stable financial future with detailed insurance planning. We provide tailored solutions for life, disability, property, and more, aligning your policies with your financial objectives.
Ensure a seamless transition of your financial assets with our estate planning review service. Our advisors provide detailed assessments of wills, trusts, estate taxes, and beneficiary designations.
Enhance your charitable impact and optimize your tax advantages with skilled financial guidance on donor-advised funds (DAF), qualified distributions (QCD), and the giving of highly appreciated stock.
We get the question often enough that it deserves a real answer: "Will you do a one-time project, or bill me by the hour?" We don't, and not because there's anything wrong with advisors who do. The...
When we sit down with clients to design their investment plan, asset allocation usually gets most of the attention. How much should go into stocks versus bonds? What’s the right risk level for their...
Key Takeaways from 2026 Q2 Stocks staged a powerful relief rally in Q2 - The S&P 500 gained roughly 15% for the quarter (SPY price return), pushing the index to new all-time highs near 7,5...
Our team of skilled professionals is committed to providing personalized financial planning.
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.
We operate as a fee-only firm using an Assets Under Management (AUM) model. This means our advisory fee is a percentage of the assets we manage for you, based on a tiered schedule.
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.
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.
Our investable asset minimum is $1,000,000. Investable assets generally refer to liquid or readily accessible funds that can be invested efficiently, such as cash, stocks, bonds, mutual funds, ETFs, retirement accounts (like IRAs or 401(k)s that are accessible for management), and other marketable securities. These exclude illiquid or non-investment items like your primary residence, personal property (e.g., cars, collectibles), or other assets not easily converted to cash without significant delay or loss.
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.
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.
Our U.S. Expat Team specializes in financial planning and investment management for Americans living abroad.
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