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Walkner Condon Financial Advisors

Walkner Condon Financial Advisors

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5.0 Google Review
3418 Monroe St, Madison, Wisconsin, 53711, United States
(608) 234-4127 walknercondon.com
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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.

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Opening Hours

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