At Walkner Condon, our team members are our most important assets. Our firm is proud to be represented by skilled professionals, organized into two specialized groups: one serving clients in the Madison area, and another focused on U.S. expats and Americans living abroad. Each team brings a unique set of skills and a commitment to personalized financial planning. Please continue reading to learn more about each team and discover how we can help you achieve your financial goals.
Although our team of Madison-based financial advisors tends to work with clients locally, we can – and do – serve clients throughout the country. In fact, many clients living in Dane County choose to meet with us virtually because of the convenience. We’re fully equipped to help you wherever life takes you – whether you’re a lifelong resident of Madison, you’ve moved away from the area, or you’ve only visited.Â
Please continue reading to learn more about each member of our Madison-based advisor team. You can also book an appointment with a particular team member from within their individual profile.
Our team of U.S. expat and international financial advisors specializes in working with Americans moving abroad, U.S. citizens retiring outside of the United States, U.S. green card holders, and non-U.S. citizens looking to invest in the United States. We understand the myriad complications that moving and living abroad can pose to your financial situation, and we aim to simplify your investing and financial planning so you can enjoy your expat experience.Â
Please continue reading to learn more about each member of our expat team. You can also book an appointment with a particular team member from within their individual profile.
Our team at Walkner Condon Financial Advisors is here to help guide our clients throughout their financial lives.
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