Comfortably Unique™

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.

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 $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.

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.

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.