Remove Certified Financial Planner Remove Compliance Remove Ethics Remove Fiduciary Duty
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What type of financial advisor is right for you? Questions you should ask.

Walkner Condon Financial Advisors

However, they are not required to act in the best interests of the client; whereas a fiduciary is required to place their clients’ best interests ahead of their own. At Walkner Condon, all of our advisors are fiduciaries for our clients. What is a Certified Financial Planner (CFP) ? Alicia Vande Ven , M.S.,

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What does it mean to be a Fee-Only financial advisor?

Walkner Condon Financial Advisors

However, they are not required to act in the best interests of the client; whereas a fiduciary is required to place their clients’ best interests ahead of their own. At Walkner Condon, all of our advisors are fiduciaries for our clients. What is a Certified Financial Planner (CFP)?