Walkner Condon Financial Advisors
Ian Beardsley, CPA, currently serves as a Client Service Specialist at Walkner Condon Financial Advisors since October 2024 and is the Principal at First Mind Finance LLC since December 2023, specializing in Excel/VBA consulting and fractional CFO services. Ian has a strong background in financial analysis, having held various roles at Madison Gas and Electric from August 2018 to October 2024, including Senior Financial Analyst and Senior Financial Reporting Analyst. Prior experience includes working as a Northeast Assurance Associate at EY from September 2016 to June 2018, and as a Corporate Finance Intern at Colgate Palmolive in early 2015. Additional roles include Account Manager at Daily Steals and Regulatory Analyst at Cleary Gottlieb Steen & Hamilton LLP. Ian holds a Bachelor of Arts in English from Wesleyan University and a Master of Science in Accountancy from Baruch College.
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Walkner Condon Financial Advisors
Rooted in Madison's Monroe Street neighborhood, Walkner Condon Financial Advisors serve as financial guides for our clients, helping them look to their financial future with confidence and clarity. We have advisors who help clients in the Madison & Greater Dane County area, as well as a team of advisors who work with U.S. expats all over the globe. Our philosophy is built on transparency and the management of investment risk. We are a fee-only firm, meaning that we do not accept commissions from either investment or insurance companies. We are also fiduciaries for all of our clients. For more information, to schedule an appointment, or see the educational content produced by our advisors, please visit https://walknercondon.com. Disclosure: Walkner Condon Financial Advisors LLC is a registered investment adviser. This platform is solely for informational purposes. Advisory services are only offered to clients or prospective clients where Walkner Condon Financial Advisors and its representatives are properly licensed or exempt from licensure. Past performance is no guarantee of future returns. Investing involves risk and possible loss of principal capital. As a registered investment advisory firm, we are restricted from posting, publishing or otherwise disclosing any form of testimonial which is related to our investment advisory services. LinkedIn recommendations and endorsements may be viewed as a testimonial. This policy requires that we block any recommendations or endorsements. Links to websites and other resources operated by third parties are provided as information only, and there can be no assurance as to its accuracy, suitability or completeness. Walkner Condon Financial Advisors does not endorse, authorize or sponsor the content or its respective sponsors and is in no way responsible for third-party content, services, products, or information regarding the website’s users and/or members.