A complete list of active advisors currently associated with Walkner Condon Financial Advisors LLC

Warmer can help you find a great advisor at Walkner Condon Financial Advisors LLC or one who fits your needs even better.

Walkner Condon Financial Advisors LLC provides investment management and financial planning to individuals (including high-net-worth clients) and pension/profit-sharing plans, managing about $1.03 billion for roughly 799 clients through a multi-advisor team. Services include ongoing portfolio management supported by investment policy statements, project-based estate-planning coordination via a third‑party technology provider, and referrals to third‑party money managers when appropriate. The firm implements discretionary, IPS‑driven portfolios grounded in modern portfolio theory and a long-term trading approach, with regular monitoring and quarterly custodian reporting. Portfolios may include mutual funds, equities, fixed income (including TIPS), ETFs (including precious metal ETFs), real estate funds, annuities and non‑U.S. securities, and the firm discloses the market, currency and political risks associated with those holdings. A noteworthy operational feature is that WCFA is the majority owner of WC Tax Services LLC, an optional tax-preparation service offered to clients, and the firm reports a significant non‑U.S. client base—both of which are uncommon among multi‑team advisers. The firm also works with multiple custodians (including Charles Schwab and Interactive Brokers), accepts third‑party referrals, and regularly conducts due diligence on recommended outside managers.

To learn more about the advisors currently working at Walkner Condon Financial Advisors LLC, click on their names below to view their profiles, or click here to see them all on a map. Or, if you tell us about your needs, Warmer can help you find the best advisor for you.