Walkner Condon Financial Advisors

After somehow finding themselves in a somewhat brief 10-minute aside about Kraft Mac & Cheese, Taco Bell, Disneyland, and waterparks, Clint Walkner and Nate Condon dive into another installment of their journey of going from working in the Broker-Dealer (BD) space to owning and operating a Fee-Only Registered Investment Advisor (RIA) firm.  In this episode of B-D to Fee-Only RIA, Clint and Nate focus on scaling in terms of staffing, spacing, and technology. After starting as just Nate and Clint for the first five years, Walkner Condon grew to a third advisor in 2017 and a fourth advisor in 2018. The trend of adding an advisor for a third consecutive year in 2019, with the addition of Keith Poniewaz, who was the first member of Walkner Condon's team of U.S. expat financial advisors. Then in 2020, the firm grew by two advisors – both of whom joined the expat team – as well as the firm's first full-time marketing staff member. In four years, Walkner Condon had gone from three total staff membe