Walkner Condon Financial Advisors LLC

About Walkner Condon Financial Advisors LLC

<p>Founded in 2011, Walkner Condon Financial Advisors LLC is a fee-only registered investment advisor with 13 employees and offices in Madison and nearby Verona in south-central Wisconsin.</p> <p>The firm reports $0.7B in assets under management (2026) and works with individuals and families on financial planning and investment management. Planning work often includes retirement planning, education funding, employee stock compensation planning, and tax-focused strategy work.</p> <p>On the investment side, Walkner Condon uses approaches such as value-based investing, direct indexing, and tax-managed accounts. A differentiator is its mix of tax-aware portfolio tools with detailed planning for Wisconsin state employee benefits, including deferred compensation and pension projections.</p> <p>For employers and plan sponsors, the firm provides 3(21) fiduciary support for workplace retirement plans and is listed among <a href="/plan-advisors">plan advisors</a> who work with 401(k) and 403(b) plans.</p> <ul> <li>Fee-only RIA founded in 2011</li> <li>Offices in Madison and Verona (Greater Madison area)</li> <li>Reports $0.7B AUM (2026)</li> <li>3(21) fiduciary services for 401(k) and 403(b) plans</li> <li>Special focus on state employee benefit planning and tax-aware investing</li> </ul>

Website: https://walknercondon.com/

Employees: 13