For clients that have been with us multiple years, we feel like we could describe our firm as “comfortably unique” and they would nod their heads in agreement. This concept is difficult to put into words, as telling someone that you are comfortable and unique is similar to saying that you are “different” or “trustworthy.” These labels are important, but they are also earned over time.
Too often in our industry, we place barriers between the client and the advisor. This can be as simple as a big square table that acts as a barrier between the parties or the use of overly complex terminology that isn’t understood by the client.
What we can promise you at Walkner Condon is that when you work with us, we are serious about your wealth and your success… but we still take the time to share some stories together and possibly make fun of ourselves in a light, self deprecating way. We cry sometimes, we hug, and we laugh a lot. Our clients help make us who we are, which is comfortably unique.
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