# Walkner Condon Financial Advisors LLC
Source: https://planprovider.pro/provider/walkner-condon-financial-advisors-llc

> 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…

Retirement Plan Advisor

Madison, WI

## 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/](https://walknercondon.com/)

Employees: 13

## Office Locations

- Madison, WI (Headquarters)

## Services Offered

- 3(21) Investment Advisor

## Client Statistics (2026)

- Total Clients: 0

- Total AUM: $732.8M

## Team Members

- **Clint Walkner**, Managing Partner | Financial Advisor | CCO

- **Nate Condon**, Managing Partner | Financial Advisor

- **Mitch DeWitt**, Partner | Financial Advisor

- **Polly Price**, Financial Advisor

- **Andrew Klein**, Financial Advisor

- **Alicia Vande Ven**, Financial Advisor

- **Stan Farmer**, Partner | U.S. Expat Financial Advisor

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