Madison, WI Monroe Street Office
TeamData sourced from SEC public records (and other sources when available). Refreshed weekly • Updated today.
Walkner Condon Financial Advisors LLC
Team
Firm-wide stats for Walkner Condon Financial Advisors LLC
About
Walkner Condon Financial Advisors LLC provides discretionary and non‑discretionary investment management and financial planning to individuals, high‑net‑worth clients, and pension/profit‑sharing plans. The firm manages just over $1 billion in client assets and also offers project‑based estate‑planning facilitation and optional tax preparation services to clients.
The firm constructs an Investment Policy Statement for each client and employs a Modern Portfolio Theory framework with a long‑term trading orientation, tailoring asset allocation and risk tolerance to individual goals. WCFA typically implements portfolios across mutual funds, ETFs, fixed income (including TIPS), equities, real‑estate funds and non‑U.S. securities, and performs at least annual reviews of client accounts.
Notable aspects of WCFA’s practice include a majority ownership interest in WC Tax Services LLC, an affiliated tax‑preparation entity offered to clients, and use of a third‑party technology partner (Wealth, Inc.) to facilitate estate‑planning documents. The firm also reports a significant non‑U.S. client base and makes use of custodial relationships that provide access to custodian‑sponsored educational events and workshops as part of its client services.
Expertise
Location
3418 Monroe Street
Madison WI 53711
Advisors at this office
2
Advisors at this office
Andrew K
Series 66
Madison, WI
Walkner Condon Financial Advisors LLC
Andrew Klein is a financial advisor at Walkner Condon Financial Advisors LLC with 11 years of industry experience. He holds the Series 66 designation and has worked previously at Gateway Financial Partners, Advisors' Pride Inc., LPL Financial LLC, MML Investors Services, and Mass Mutual Life Insurance Company. Klein is also the owner of F Point Consulting LLC, a business consulting firm. Walkner Condon Financial Advisors LLC provides investment management and advisory services to individuals, high-net-worth clients, and pension and profit-sharing plans. The firm manages approximately $733 million in client assets and employs a long-term, discretionary portfolio management approach incorporating modern portfolio theory and a diverse investible universe that includes mutual funds, ETFs, fixed income, real estate funds, annuities, and non-U.S. securities.
Evan W
CFP®, Series 65
Madison, WI
Walkner Condon Financial Advisors LLC
Evan Waltz is a CFP® and Series 65-licensed advisor at Walkner Condon Financial Advisors LLC with two years of industry experience. Prior to joining Walkner Condon, he worked at Wells Fargo and Co and Turnberry Solutions. Evan is based in Madison, WI. Walkner Condon Financial Advisors LLC provides discretionary and non-discretionary investment management and financial planning to individuals, high-net-worth clients, and pension/profit-sharing plans. The firm employs a Modern Portfolio Theory framework with a long-term orientation and offers estate-planning facilitation and tax preparation services through affiliated entities.
Not sure where to start?
We'll help you think it through—whether you ultimately need an advisor or not. Warmer helps you compare advisors clearly, so you can choose with confidence.
For advisor listings, we rely on sources including public filings and data provided by advisors, and we cannot guarantee that all information is current or accurate. Advisors are independent and may not have reviewed or updated this information. Please review an advisor's Form ADV and do your own diligence before deciding whether to work with them.
Advisor matching and referrals are provided by FinanceHQ LLC ("FHQ"), a wholly-owned subsidiary of Warmer and an SEC-registered investment adviser. We may be compensated by participating advisors. You pay no fee to use our matching service, and advisor fees are not increased because of a referral. We do not supervise advisors, manage or hold assets, guarantee performance, or provide advice about specific investments.
By using our service, you agree to the Warmer Terms of Service and FHQ Advisory Agreement, and acknowledge Warmer's Privacy Policy. Please review FHQ's ADV Part 2A and Form CRS. Logos provided by Logo.dev
© 2026 Warmer Holdings Inc. ("Warmer")