Walkner Condon Financial Advisors Monroe St, Madison

My wife and I have worked with Jon Jordan for over 20 years and followed him when he went to Walkner Condon. I couldn’t be more happy with my investment results and the advice that Jon has provided. I don’t have the time to deal with my accounts on a day to day basis and I feel quite confident that I am in great hands. I have met other team members at Walkner Condon and they are all top notch people who know their business and care about their clients. If you are looking for an excellent financial advisor, I would recommend you call them !

My wife Gwen and I were clients of Clint Walkner when he was a financial adviser employee at UW Credit Union. We followed Clint when he and Nate started Walkner Condon because we trusted Clint and were impressed with him as a professional advisor. Nate and Clint both worked with us when they first started their business. They reviewed the investments that we had, listened to us talk about our family, work, future plans, retirement programs offered by our employers, and our thoughts about financial risk(which was completely different for each of us). They advised us to stay with our current employers’ plans while we were still working to save us money and they handled our other investments. They now handle all of our investments since we retired. They have since hired quality professionals to further help their clients. They have a fiduciary relationship with us so that we do not get bogged down in all of the investment details and stay within the investment goals that we agreed to. We meet with Clint when we want. We could not be happier.

We started working with Clint at a different firm in the late 2000s. And when he and Nate started their own firm, we were excited to continue to work with them. They provide practical yet expert advice and are able to discuss financial matters at different levels of complexity.

Financial advisors you can trust! I've been with Nate and Clint since the beginning. As they expanded they have hired quality people who have always been polite, friendly, and first an foremost competent. If you are looking for financial advisors you should call them!

I have worked with these guys for the past several years, prior to that, i was self managing. I have found their approach to be very helpful. Most of all, like any service business, you want to know that they are there to chat when you have questions or making critical decisions. They are a true advisor.

Walkner Condon has been managing my investment and retirement accounts for about 4 years and whenever I can, I happily recommend their services. Over the course of our business relationship, I've often turned to Clint for his thoughts and recommendations on investment opportunities, and he's also helped me roll over a 401K into an IRA and start a college fund for my son. My interaction with the office staff has always been great - thorough and fast. I trust Clint and WC to treat my money as if it were their own.

I have known Nate & Clint for over 10 years and I can assure you their professional approach to the financial planning process is second to none. Working with Walkner Condon gives you access to two high level Financial Planners to review your finances with. I would recommend them with 100% clarity that you will be thrilled with your experience. Simply put, they do a great job with your money and they care deeply for their clients. Great Job Nate & Clint!

We get wonderful financial advise from Walkner Condon which is rare for an international couple that has to navigate both US and European rules and tax laws.

I've worked with Nate for about ten years now, and followed him from his old firm to his current venture with Clint. I look forward to my annual meetings to check the status of my funds, and while Nate is my primary contact, Clint is also involved in my portfolio and annual check ins. I trust both Nate and Clint to keep a good eye on my money and notify me if anything needs attention. Beyond traditional investing, they helped me decide where to put my 401(k) contributions and also talk through finances for my upcoming marriage! I trust this firm for solid advice, lots of laughter, and easy to understand information. They provide terrific customer service and I see no reason to pick a new firm even though I now live out of state. I've recommended them to multiple family and friends. I appreciate their fast response and how they make me feel they genuinely care about me and my financial future. Their podcast has also taught me more about the financial industry and given me more confidence that I know what I'm doing.

The team at Walkner Condon Financial Advisors is excellent. In a world filled with financial advisors they bring a unique approach and I have the utmost trust in them. I have a lot of respect for their team as they go out of their way to help clients have a better understanding of where they are financially and where they want to go.