Verona, WI Liberty Drive Office

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.