Insights

Expansion opportunity Growth into Verona, Wisconsin and Verona, Italy signals geographic expansion and potential cross-border advisory needs; target corporate and expat client segments for wealth management, fiduciary services, and localized financial planning.

Acquisition momentum Acquisition of King Financial Group indicates consolidation strategy and potential for upsell of advisory platforms, client onboarding efficiency, and integration services for mid-sized financial practices.

Expanded asset scope Active investments in stakes like Destiny Tech100 and Oxford Lane Capital suggest appetite for alternative and tech-focused assets; present capabilities around alternative investments, risk analytics, and fiduciary oversight to high-net-worth and institutional clients.

Fiduciary and fee-only stance Being a fiduciary, fee-only firm with no commissions aligns with client transparency; leverage this to approach risk-conscious families and institutions seeking independent advisory, ongoing investment risk management, and documented fiduciary duty assurances.

Growth-ready talent and tech stack Moderate firm size (11-50 employees) combined with a scalable tech stack and strong online presence offers opportunities to partner on outsourced compliance, client onboarding automation, and digital marketing services to attract new clientele, including expats.

Walkner Condon Financial Advisors Tech Stack

Walkner Condon Financial Advisors uses 8 technology products and services including WP Rocket, Linkedin Sign-in, Bricks, and more. Explore Walkner Condon Financial Advisors's tech stack below.

  • WP Rocket
    Caching
  • Linkedin Sign-in
    Identity Verification
  • Bricks
    Page Builders
  • WordPress.com
    Platform As A Service
  • Cloudflare Bot Management
    Security
  • Google Search Console
    Web Analytics
  • Ionicons
    Web Fonts
  • Frames
    Web Platform Extensions

Media & News

Walkner Condon Financial Advisors's Email Address Formats

Walkner Condon Financial Advisors uses at least 1 format(s):
Walkner Condon Financial Advisors Email FormatsExamplePercentage
First@walknercondon.comJohn@walknercondon.com
83%
FLast@walknercondon.comJDoe@walknercondon.com
17%

Frequently Asked Questions

What is Walkner Condon Financial Advisors's phone number?

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You can contact Walkner Condon Financial Advisors's main corporate office by phone at . For more prospecting data, LeadIQ has access to up-to-date and accurate contact information within our platform. Find, capture, and sync contact data to your CRM and sales tools in one click.

What is Walkner Condon Financial Advisors's official website and social media links?

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Walkner Condon Financial Advisors's official website is walknercondon.com and has social profiles on LinkedIn.

How much revenue does Walkner Condon Financial Advisors generate?

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As of July 2026, Walkner Condon Financial Advisors's annual revenue is estimated to be $10M - $25M.

What is Walkner Condon Financial Advisors's SIC code NAICS code?

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Walkner Condon Financial Advisors's SIC code is 6282 - Investment Advice NAICS code is 52 - Finance and Insurance.

How many employees does Walkner Condon Financial Advisors have currently?

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As of July 2026, Walkner Condon Financial Advisors has approximately 17 employees across 1 continents, including North America. Key team members include Partner | Financial Advisor: S. M.Partner | Financial Advisor: M. D.Director Of International Financial Planning: S. F.. Explore Walkner Condon Financial Advisors's employee directory with LeadIQ.

What industry does Walkner Condon Financial Advisors belong to?

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Walkner Condon Financial Advisors operates in the Financial Services industry.

What technology does Walkner Condon Financial Advisors use?

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Walkner Condon Financial Advisors's tech stack includes WP RocketLinkedin Sign-inBricksWordPress.comCloudflare Bot ManagementGoogle Search ConsoleIoniconsFrames.

What is Walkner Condon Financial Advisors's email format?

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Walkner Condon Financial Advisors's email format typically follows the pattern of First@walknercondon.com. Find more Walkner Condon Financial Advisors email formats with LeadIQ.

When was Walkner Condon Financial Advisors founded?

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Walkner Condon Financial Advisors was founded in 2011.
Walkner Condon Financial Advisors logo

Walkner Condon Financial Advisors

Financial ServicesWisconsin, United States11-50 Employees

Walkner Condon Financial Advisors is a financial services firm that serves as a fiduciary, fee-only advisor for clients in the Madison and Greater Dane County area, as well as U.S. expatriates around the world. The firm emphasizes transparency and risk management in investment planning, offering guidance aimed at helping clients approach their financial futures with clarity. Based in Madison, Wisconsin, the company operates with a regional focus while maintaining a global reach through its expat advisor team. The organization positions itself as an advisory practice that provides independent, non-commissioned financial advice, and it operates as a registered investment adviser. Recent developments indicate expansion efforts, including the acquisition of King Financial Group and the opening of new offices in Verona, Wisconsin, reflecting growth in its footprint. } } } } } } } } } } } } } } } } } } } } } } } } } } } } } } } } } } } } } } } } } } } } } } } } } } } } } } } } } } } } } } } } } } } } } } } } } } } } } } } } } } } } } } } } } } } } } } } } } } } } } } } } } } } } } } } } } } } } } } } } } } } } } } } } } } } } } } } } } } } } } } } } } } }

Section iconCompany Overview

Phone number
SIC Code
6282 - Investment Advice
NAICS Code
52 - Finance and Insurance
Founded
2011
Employees
11-50

Section iconFunding & Financials

  • $10M - $25M

    Walkner Condon Financial Advisors's revenue is estimated to be in the range of $10M - $25M

Section iconFunding & Financials

  • $10M - $25M

    Walkner Condon Financial Advisors's revenue is estimated to be in the range of $10M - $25M

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