3 Best Financial Services in Madison, WI

This Ameriprise team has been invaluable in helping me perform a long-overdue financial rehaul during a very difficult time. In addition to being amazing at his actual job, Brent is a smart, hilarious, empathetic person who always manages to make me feel like I'm his single most important client. (I am not.) Knowing your financial future is being handled intelligently and professionally by people that genuinely have your best interests at heart is a pretty awesome thing. Put another way: if my goal was to financially prepare for retirement spent traveling the world atop a cloud of cotton candy pulled by unicorns, I am confident Brent would make it happen.

Brent has been my advisor since 2007. As life has changed, he's been there to advise and guide my financial and retirement plans. He listens and really understands what's important to his clients so that we can focus on what matters most. Highly recommend Brent and his Team.

Amazing group to work with. Knowledgeable and truly know what they are doing. Will actually listen to what your goals are and do their best to help you meet your goals. I switched to them a few years ago and my only regret is that I didn’t switch to them earlier.

Investing is one of those things that I know next to nothing about and is too daunting for me to try to learn. My advisors at Walkner Condon are perfect for me--they allow me to stick with my preference of staying pretty hands off while also explaining things in ways that I can easily understand and keeping me informed of anything I need to know or actions I need to take. I appreciate that they take all the guesswork out of it for me, and I trust them completely to do what's best. I had delayed doing anything with retirement or investments because it was too overwhelming, and I'm so glad that Walkner Condon has enabled me to get started on that path by making it so easy and accessible for me. Had I wanted to be more hands on I certainly could have been, but it was a relief to know that I didn't have to be. If you are looking for a team of financial advisors that you can trust and that genuinely cares about you, I highly recommend Walkner Condon.

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.

We've been with Clint and Nate for years. The best thing about them is that they listen closely, don't try to push/sell anything, and tell us what we need to hear in plain language. I would absolutely recommend WC to a friend or family member.