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Walkner Condon Financial Advisors
- Financial Services
- Madison, WI
About this business
Specialties Wisconsin Deferred Compensation, Financial Planning, Financial Advisory Services, Retirement Planning, 403b, 457, Retirement Readiness, Small business plans. History Established in 2012. Walkner Condon Financial Advisors, LLC is a fee-only financial planning and investment management firm based in Madison, WI. We believe strongly in the fiduciary standard of care and giving unbiased advice. Our financial advisors strive to help you confidently reach your financial objectives. Accessible. Dependable. Comfortably U... read more
Location details
3418 Monroe St, Ste 130, Madison, WI, 53711, United States
Get directions| Weekday | Schedule | Status |
|---|---|---|
| Mon | 8:00 a.m. to 5:00 p.m. | |
| Tue | 8:00 a.m. to 5:00 p.m. | |
| Wed | 8:00 a.m. to 5:00 p.m. | |
| Thu | 8:00 a.m. to 5:00 p.m. | |
| Fri | 8:00 a.m. to 5:00 p.m. | |
| Sat | Closed | |
| Sun | Closed |
We've been with Clint and Nate for years. The best thing about them is that they listen closely, don't try to push/sell anything, and tell us what we need to hear in plain language. I would absolutely recommend WC to a friend or family member.
Investing is one of those things that I know next to nothing about and is too daunting for me to try to learn. My advisors at Walkner Condon are perfect for me--they allow me to stick with my preference of staying pretty hands off while also explaining things in ways that I can easily understand and keeping me informed of anything I need to know or actions I need to take. I appreciate that they take all the guesswork out of it for me, and I trust them completely to do what's best. I had delayed doing anything with retirement... read more
Investing is one of those things that I know next to nothing about and is too daunting for me to try to learn. My advisors at Walkner Condon are perfect for me--they allow me to stick with my preference of staying pretty hands off while also explaining things in ways that I can easily understand and keeping me informed of anything I need to know or actions I need to take. I appreciate that they take all the guesswork out of it for me, and I trust them completely to do what's best. I had delayed doing anything with retirement... read more
I've been working with Mitch for several years now, and I've had a great experience. He takes time to understand my goals and patiently explains what options are available to me and what they entail. He communicates proactively, following up with me about any loose ends we may not have addressed during in-person meetings. Everyone I've interacted with at Walkner Condon has been warm and friendly, which makes it super comfortable.
I was Clint Walkner’s client when he was a financial advisor at the UW Credit Union and decided to follow him when he and Nate started their own company. Since then their firm grew and added more competent people I trust and enjoy working with. My current advisor Mitch DeWitt is one of them. He knows how to listen, explain and offer good advice. I am a passive investor and knowing that my money is managed by a team of smart, capable, honest people gives me a peace of mind. I highly recommend them to anyone who is looking for... read more
Frequently asked questions about Walkner Condon Financial Advisors
How is Walkner Condon Financial Advisors rated?
Walkner Condon Financial Advisors has a 5 star rating with 23 reviews.
When is Walkner Condon Financial Advisors open?
Walkner Condon Financial Advisors is closed now. It will open at 8:00 a.m.
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