Walkner Condon Financial Advisors

Walkner Condon Financial Advisors

Walkner Condon is another American expat financial advisor that generally work with clients who live, work, or are retired abroad or are planning to live, work, or retire abroad. They have extensive experience working with clients both inside and outside of the United States, many clients find it wise to engage them before they move as they can help maximize the efficiency of their portfolio and financial plan and help them avoid costly mistakes.

Their firm is built by expats to help other expats and they are the number 1 online custodian according to Barron’s. They have built bespoke solutions specifically for clients’ needs.

Moreover, Walkner Condon doesn’t accept commissions from investment products or take any soft dollar compensation, which brokers normally do. They don’t have a minimum, however, with the complexities around investment management, financial planning, and compliance, they generally will not take on clients below $500,000 in investable assets.

The best service clients in higher net worth ranges, as many of their overall strategies, are designed in a custom manner to account for factors such as taxation, estate planning concerns, and regulations related to certain types of investments.

They also have amazing financial software: RightCapital and MoneyGuidePro.

Walkner Condon Contact


3418 Monroe Street

Madison, WI 53711


(608) 234-4127



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