Services Offered
Investment Management
Personalized portfolio management tailored to your risk tolerance and long-term financial objectives.
Retirement Planning
Comprehensive strategies for 401K rollovers, IRAs, and retirement income planning to secure your future.
College Fund Planning
Expert guidance on setting up and managing education savings accounts for your children's future.
Financial Consultation
One-on-one advisory sessions to review goals, employer plans, and investment opportunities with proactive follow-ups.
Fiduciary Services
Acting in your best interest with transparent advice and ethical management of your assets.
Reviews
5(5 reviews)
Rating Distribution
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A
Aaron Raynor
via Google
about 3 years ago
I've been working with Mitch for several years now, and I've had a great experience. He takes time to understand my goals and patiently explains what options are available to me and what they entail. He communicates proactively, following up with me about any loose ends we may not have addressed during in-person meetings. Everyone I've interacted with at Walkner Condon has been warm and friendly, which makes it super comfortable.
L
Liba Brentvia Google
about 3 years ago
I was Clint Walkner’s client when he was a financial advisor at the UW Credit Union and decided to follow him when he and Nate started their own company. Since then their firm grew and added more competent people I trust and enjoy working with. My current advisor Mitch DeWitt is one of them. He knows how to listen, explain and offer good advice. I am a passive investor and knowing that my money is managed by a team of smart, capable, honest people gives me a peace of mind. I highly recommend them to anyone who is looking for financial advisors who have both expertise and integrity.
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Jay Slagelvia Google
almost 4 years ago
My wife and I have worked with Jon Jordan for over 20 years and followed him when he went to Walkner Condon. I couldn’t be more happy with my investment results and the advice that Jon has provided. I don’t have the time to deal with my accounts on a day to day basis and I feel quite confident that I am in great hands. I have met other team members at Walkner Condon and they are all top notch people who know their business and care about their clients. If you are looking for an excellent financial advisor, I would recommend you call them !
J
Jeff Kingstonvia Google
almost 4 years ago
My wife Gwen and I were clients of Clint Walkner when he was a financial adviser employee at UW Credit Union. We followed Clint when he and Nate started Walkner Condon because we trusted Clint and were impressed with him as a professional advisor. Nate and Clint both worked with us when they first started their business. They reviewed the investments that we had, listened to us talk about our family, work, future plans, retirement programs offered by our employers, and our thoughts about financial risk(which was completely different for each of us). They advised us to stay with our current employers’ plans while we were still working to save us money and they handled our other investments. They now handle all of our investments since we retired. They have since hired quality professionals to further help their clients. They have a fiduciary relationship with us so that we do not get bogged down in all of the investment details and stay within the investment goals that we agreed to. We meet with Clint when we want. We could not be happier.
A
Amanda Sturdevantvia Google
almost 11 years ago
Walkner Condon has been managing my investment and retirement accounts for about 4 years and whenever I can, I happily recommend their services. Over the course of our business relationship, I've often turned to Clint for his thoughts and recommendations on investment opportunities, and he's also helped me roll over a 401K into an IRA and start a college fund for my son. My interaction with the office staff has always been great - thorough and fast. I trust Clint and WC to treat my money as if it were their own.
