Our Process

Our Difference Is Our Process: GAPP

The Walkner Condon Investment Experience

Walkner Condon Financial Advisors provide custom investment solutions for our clients. We will help you identify what portfolio series best fit your financial objectives and risk tolerance. While many advisors are inflexible with inherent biases towards passive or active management, we believe strongly in offering choice in investment strategy. We also offer portfolios that seek to align investment objectives with client values.

We believe that the bulk of client’s portfolios should be invested in a globally diversified manner and that clients benefit from a “buy and hold” approach rather than one that attempts to time the markets.

We seek to utilize funds that are low in cost relative to their peers and categories and are generally tax efficient, though there are times where we may consider funds that are higher in cost or turnover if we determine it makes sense from an allocation standpoint.

We offer our clients choice in their asset management strategy and are not absolute in our views in the debate between active and passive management.

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 operations in-house, we are able to conform to our clients’ needs, not the other way around.

Comprehensive financial planning tailored to our clients.