About Company

Walkner Condon is an independent, fee-only financial advisory firm based in Madison, Wisconsin, dedicated to providing personalized and flexible investment strategies with an education-first approach. The company offers a comprehensive range of financial planning services including retirement planning, education planning, employee stock compensation planning, tax planning, investment management, concentrated stock strategies, risk management analysis, state employee benefit planning, insurance analysis, estate planning review, and charitable giving strategies. Walkner Condon emphasizes client-centered service, transparency, and fiduciary responsibility, ensuring that recommendations are always in the best interest of clients. The firm serves a diverse clientele, including U.S. expatriates, and focuses on long-term wealth management with a commitment to aligning investments with clients' values and goals.

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