We made the list! ? Plant-A Insights Group and Newsweek partnered to identify America’s Top Financial Advisory Firms 2025 by analyzing over 15,000 SEC-registered firms, focusing on those meeting criteria such as minimum AUM, advisor count, and clean disciplinary records. The evaluation considered asset and client performance, advisor expertise, service breadth, and conflict of interest management to score and rank the top firms. See the Newsweek link for more details. https://lnkd.in/gUwUVAY4
Walkner Condon Financial Advisors
金融服务
Madison,WI 531 位关注者
Accessible. Dependable. Comfortably Unique.
关于我们
Rooted in Madison's Monroe Street neighborhood, Walkner Condon Financial Advisors serve as financial guides for our clients, helping them look to their financial future with confidence and clarity. We have advisors who help clients in the Madison & Greater Dane County area, as well as a team of advisors who work with U.S. expats all over the globe. Our philosophy is built on transparency and the management of investment risk. We are a fee-only firm, meaning that we do not accept commissions from either investment or insurance companies. We are also fiduciaries for all of our clients. For more information, to schedule an appointment, or see the educational content produced by our advisors, please visit https://walknercondon.com. Disclosure: Walkner Condon Financial Advisors LLC is a registered investment adviser. This platform is solely for informational purposes. Advisory services are only offered to clients or prospective clients where Walkner Condon Financial Advisors and its representatives are properly licensed or exempt from licensure. Past performance is no guarantee of future returns. Investing involves risk and possible loss of principal capital. As a registered investment advisory firm, we are restricted from posting, publishing or otherwise disclosing any form of testimonial which is related to our investment advisory services. LinkedIn recommendations and endorsements may be viewed as a testimonial. This policy requires that we block any recommendations or endorsements. Links to websites and other resources operated by third parties are provided as information only, and there can be no assurance as to its accuracy, suitability or completeness. Walkner Condon Financial Advisors does not endorse, authorize or sponsor the content or its respective sponsors and is in no way responsible for third-party content, services, products, or information regarding the website’s users and/or members.
- 网站
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https://walknercondon.com
Walkner Condon Financial Advisors 的外部链接
- 所属行业
- 金融服务
- 规模
- 11-50 人
- 总部
- Madison,WI
- 类型
- 上市公司
- 创立
- 2012
- 领域
- Retirement Income Analysis、Asset Allocation Analysis、Investment Management、Life Insurance, Long Term Care, and Disability Insurance Planning、Planning for UW System employees、Wisconsin Deferred Compensation Plan、457 plans、403b plans、Expat Investing、Retirement Planning、Wealth Management、Financial Planning、U.S. Expat Wealth Management和Financial Advising
地点
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主要
3418 Monroe Street
US,WI,Madison,53711
Walkner Condon Financial Advisors 员工
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Clint Walkner
Managing Partner | Financial Advisor
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Andrew Klein
Walkner Condon Financial Advisors
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Nate Condon
Managing Partner | Financial Advisor || Bringing Confidence & Clarity to Your Financial Future
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Keith A. Poniewaz
Partner | Financial Advisor | Providing U.S. Expats With Confidence & Clarity in their Financial Futures
动态
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?? Navigating Required Minimum Distributions (RMDs) can feel complex, but understanding the process is key. Our latest blog written by Alicia Vande Ven, CFP? offers insights to help you stay informed. #FinancialPlanning #RMDs #RetirementInsights https://lnkd.in/gW6mzan4
How to Make Navigating Required Minimum Distributions (RMD) Less Taxing | Blog | Walkner Condon Financial Advisors
walknercondon.com
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???Splitting Your Time Between the U.S. and Abroad? Here’s What You Need to Know About Tax Residency??? In this episode of?Gimme Some Truth for Expats, we dive into the complexities of tax residency for those who split their time across borders. From the popular (but often misunderstood) 183-day rule to factors like visa type and local tax laws, we cover essential tips to help you stay compliant and avoid costly surprises. Don’t miss our insights if you’re navigating life across multiple countries! Watch here: https://lnkd.in/g_AJc4HR #ExpatLife #TaxResidency #GlobalMobility #FinancialPlanning #GimmeSomeTruth
Tax Considerations When Splitting Your Time Between the U.S. and Other Countries
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?? As 2024 winds down, Walkner Condon’s?Year-End Financial Checklist?offers essential tips for smarter tax moves, retirement contributions, and more. Prepare for a strong financial start to 2025! #FinancialChecklist #YearEndPlanning #WalknerCondon Read more ?? https://lnkd.in/dVc2w7ZC
2024 Year End Financial Checklist | Blog | Walkner Condon Financial Advisors
walknercondon.com
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As the increased U.S. estate tax exemption faces potential changes in 2025, it’s essential for American expats to stay informed. In this episode, the International Team at Walkner Condon breaks down how these shifts might affect estate planning, especially for those with children abroad. Learn why expats in countries with lower exemptions may see minimal impact, while others in non-tax jurisdictions could be more affected. Stay ahead of these estate tax updates with insights tailored for the global expat community. https://lnkd.in/gUFFh7Kv
Give All Your Money Away: Expat Wrinkles
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Nate Condon appears on the local show “Live It Up” to talk about the history of Walkner Condon and the evolution of fiduciary advice.?Check it out! https://lnkd.in/gtruuArZ
Live It Up | Walkner Condon Financial Advisors | 101524
https://www.youtube.com/
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From tough questions to lighthearted moments, Nate Condon and Clint Walkner are answering it all in this A.U.A.! #GimmeSomeTruth https://lnkd.in/gYEq79wA
Nate & Clint's Foray Into A.U.A. (Ask Us Anything!)
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Are you thinking about moving abroad? Our latest blog post outlines five critical estate planning issues to consider before making the move. https://lnkd.in/gF7XT9pk
Five Critical Estate Planning Considerations Before Moving Abroad | Blog | Walkner Condon
https://usexpatinvesting.com
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On this episode of Gimme Some Truth, David Luzon, JD, MBA from Barclay Damon joins the Walkner Condon team to discuss estate planning issues affecting U.S. expats and cross-border families. Topics covered include probate jurisdiction, wills, inheritance/estate tax, transfer certificates, and other practical planning considerations expats need to be aware of. Also more available on this topic in our recent blog post, "Five Critical Estate Planning Considerations Before Moving Abroad," written by Stan Farmer, CFP? & Keith A. Poniewaz. Blog - https://lnkd.in/gY-NQFB2 https://lnkd.in/gF7XT9pk?
What Happens If You Die While Living Abroad
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Are you curious about direct indexing and how it can optimize your portfolio? Our latest blog explores this strategy that allows investors to replicate indices while managing taxes more effectively. Discover the benefits of bespoke portfolios, tax management, and whether direct indexing is right for you. Dive in to learn how it could lead to better after-tax returns, even if it may come with higher net fees. #Investing #DirectIndexing #TaxEfficiency #WealthManagement https://lnkd.in/ge-tFJ6T
Introduction to Direct Indexing | Blog | Walkner Condon Financial Advisors
walknercondon.com