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Walkner Condon Financial Advisors
3418 Monroe Street, Madison, Wisconsin, United States
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About the Walkner Condon Financial Advisors
Walkner Condon Financial Advisors is a finance institution located at 3418 Monroe Street in Madison, Wisconsin. Our team of experienced and educated advisors are dedicated to providing personalized financial planning services to help our clients achieve their goals with confidence. As fee-only fiduciary advisors, we prioritize the best interests of our clients and do not receive commissions from financial product sales. Our process includes goals, analysis, and planning tailored to each individual's unique needs and circumstances. Whether you are just starting your financial journey or looking for socially responsible investment options, we are here to help guide you towards financial wellness. Schedule a no-cost, no-obligation initial meeting to see how we can work together to secure your financial future. With a focus on long-term partnerships and client-centered solutions, Walkner Condon is committed to empowering you every step of the way.
Photos of Walkner Condon Financial Advisors
3418 Monroe St, Madison, WI 53711, United States
Opening hours of Walkner Condon Financial Advisors
Monday:
08:00 - 17:00
Tuesday:
08:00 - 17:00
Wednesday:
08:00 - 17:00
Thursday:
08:00 - 17:00
Friday:
08:00 - 17:00
Saturday:
Day off
Sunday:
Day off
Reviews of Walkner Condon Financial Advisors
"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 or investments because it was too overwhelming, and I'm so glad that Walkner Condon has enabled me to get started on that path by making it so easy and accessible for me. Had I wanted to be more hands on I certainly could have been, but it was a relief to know that I didn't have to be. If you are looking for a team of financial advisors that you can trust and that genuinely cares about you, I highly recommend Walkner Condon!"
"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."
"We are relatively new to the family. I am happy to say that our experience with Walker Condon has been excellent! They have been helpful, informative and straight forward in their interactions with us. We look forward to many years of working with them!"
"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 financial advisors who have both expertise and integrity."
"Honestly, Walkner and Condon are the best! I can align my investments with my values, have some clarity around my future plans and have someone available to talk to when situations come up or change. Working with Mitch, in particular, has been so helpful. He has put my mind at ease many times during difficult times. He is supportive and kind and does not project any need to aggressively make money. He sincerely has my best interests and values at heart."
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