Walkner Condon Financial Advisors
Mitch DeWitt, CFP®, MBA, currently serves as a Partner and Financial Advisor at Walkner Condon Financial Advisors LLC since January 2018, focusing on helping individuals and families achieve financial goals while minimizing conflicts of interest, particularly for clients with equity compensation. Prior to this role, Mitch was a Financial Advisor at Merrill Lynch from January 2016 to October 2017, where financial planning for families, dentists, and business owners was emphasized. Mitch's earlier experience includes positions at Rockwell Automation, where roles spanned from OEM Account Manager to Associate Sales Engineer, cultivating expertise in intelligent manufacturing and client relationship management. Mitch holds an MBA from the University of Wisconsin-Madison and a Bachelor of Science in Industrial & Operations Engineering from the University of Michigan.
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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.