Get to the top of the directory by claiming your business!
Walkner Condon Financial Advisors

Walkner Condon Financial Advisors

Claim Business
5.0 Google Review
3418 Monroe St, Madison, Wisconsin, 53711, United States
(608) 234-4127 walknercondon.com
Read our review guideline

Write a Review

Loading…

Write a review
Be the first to write a review.

Google Reviews

Refresh Reviews 5.0


Oct 17, 2018
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.

May 19, 2017
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!

Mar 19, 2015
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.

Feb 2, 2015
My wife and I followed Clint from his former financial planning gig and were thrilled by his and Nate's philosophy of investment in their new venture. We are passive investors and trust Clint and Nate to treat our money like their own. But this isn't a invest-it-and-forget-it relationship. Clint and Nate seek us out for regular check-ins and continuously search out the best online tools to provide a clear picture of our portfolio and performance. Keep it up guys!

Aug 25, 2015
I work with Nate and Clint on a regular basis and have had nothing but positive experiences. They are a great team and know exactly what they are talking about. They do a good job at making you feel comfortable and it's great to see honest, quality, people like Nate and Clint in the financial industry.

INDUSTRY BLOGS

The Grain Game: How Grains Shape the Soul of Whiskey

#whiskey #smithville

Whiskey, a beloved spirit savored around the world, is a product of nature's simplest ingredients. At its heart, whiskey is nothing more than water, yeast, and most importantly, grain....

Smithville Whiskey

A Spirited History: The Role of Whisky During American Prohibition

#whiskey #smithville

Whisky lovers, get ready for a journey into the past, as today, we're delving into the intriguing role whisky played during one of the most dramatic periods in American history...

Smithville Whiskey

Whisky Wonders: An Expedition Across Regions

#whiskey #smithville

There's a world of difference between sipping a peaty Scotch, an earthy Irish whiskey, or a sweet and smoky American bourbon. These variations are not merely due to the distilleries'...

Smithville Whiskey

The Pivotal Role of Women in the Temperance Movement Leading Up to Prohibition in North America

#whiskey #smithville

Historically, women have played an indispensable role in societal transformation. One such transformative movement was the Temperance Movement in North America leading up to Prohibition....

Smithville Whiskey

Whiskeys of the World: Types and Distinctions

#whiskey #smithville

Whiskey, a beverage enjoyed globally, varies considerably in its characteristics, production methods, and styles. Different countries and regions have their unique whiskey styles...

Smithville Whiskey

Creating Magic in a Barrel: A Step-by-Step Guide to Crafting Traditional Whiskey

#whiskey #smithville

Hello, whiskey lovers and budding distillers alike! Today, we're taking a fascinating journey into the heart of the distillery to uncover the meticulous step-by-step process of...

Smithville Whiskey

A Whiskey Journey: From Water Source to Distillery

#whiskey #smithville

Every whisky connoisseur will tell you that the secret to a great whisky lies in three key elements - grain, yeast, and water. But did you know that it's the water, often overlooked,...

Smithville Whiskey

The Fascinating History of Whiskey: From Earliest Origins to Present Day Popularity

#whiskey #smithville

Whiskey, a distilled alcoholic beverage made from fermented grain mash, has a rich and fascinating history that dates back centuries. Its story traverses continents, cultures,...

Smithville Whiskey


Own this business?

Claim Your Business
• Update your photo and information
• Get notified when reviews are posted
• Respond and manage your reviews
• Select badges and keywords

Opening Hours

Mon:8 am - 5 pm Open Today
Tue:8 am - 5 pm
Wed:8 am - 5 pm
Thu:8 am - 5 pm
Fri:8 am - 5 pm

Financial Advisors Near Me

Thun Financial Advisors

Thun Financial Advisors

3330 University Ave #202, Madison
Wisconsin Wealth Advisors, LLC

Wisconsin Wealth Advisors, LLC

1777 W Main St #Suite 203, Sun Prairie
Spectrum Investment Advisors, Inc

Spectrum Investment Advisors, Inc

6329 W Mequon Rd, Mequon
US Business Funding LLC

US Business Funding LLC

555 West Brown Deer Road, Suite 200, Bayside
Legacy Private Trust

Legacy Private Trust

2 Neenah Center 5Th Floor, Neenah