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NEW: Walkner Condon recognized on USA TODAY’s 2025 list of Top Registered Investment Advisor Firms: #1 in Wisconsin and #32 Nationwide

Mission & Values

At Walkner Condon, we’re committed to delivering high-quality, personalized financial planning services. Our mission and core values are the guiding principles behind our actions, ensuring we meet this commitment. Please continue reading to learn more about these foundational principles.

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Our Mission

As your financial picture evolves and you enter different life phases, complexity increases and time decreases. At Walkner Condon, our mission is to be your trusted resource for all questions that involve a dollar sign, allowing you to free up time and make informed and positively impactful decisions for your family and loved ones.

Core Values

Our core values are the pillars that uphold our commitment to service excellence. They guide every interaction and decision, ensuring we act as a steadfast partner to our clients and our community. Our core values include:

  • Be a guiding influence to our clients and our community.
  • Educate and teach through consistent, approachable communication.
  • Passionately embrace change.
  • Practice transparency and integrity, no exceptions.
  • Incrementally improve both personally and professionally every single day.

Start Planning Your Financial Future Today!

Ready to take control of your financial future? Schedule an appointment to learn how our financial planning services can help you achieve your goals.

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