Walkner Condon Financial Advisors

APRIL 21, 2023

When you are named a fiduciary , you are required by law to manage the person’s money and property for their benefit, not yours. An important distinction is the difference between the suitability standard and fiduciary standard. At Walkner Condon, all of our advisors are fiduciaries for our clients.

Certified Financial Planner 52

Certified Financial Planner Financial Advisor Fee Only Financial Planner 52

Walkner Condon Financial Advisors

APRIL 17, 2023

When you are named a fiduciary, you are required by law to manage the person’s money and property for their benefit, not yours. An important distinction is the difference between the suitability standard and fiduciary standard. At Walkner Condon, all of our advisors are fiduciaries for our clients.

Fee Only 52

Fee Only Financial Advisor Certified Financial Planner Commission 52

Park Place Financial

SEPTEMBER 8, 2022

These professionals work with wealthy people, helping them manage their assets and offering related financial assistance. Certified Financial Planner (CFP) . They often consider their clients’ overall financial situation to develop strategies for meeting long-term goals. . Registered Investment Advisor (RIA) .

Financial Advisor 52

Financial Advisor Fiduciary Duty Certified Financial Planner Financial Planner 52

International College of Financial Planning

AUGUST 31, 2023

This is especially important for short-term goals such as mutual funds, where a sudden drop in the value of your portfolio can have a long-term impact on achieving your financial objectives. How Investment Advisors Play an Important Role? Navigating the complexities of the investment world can be challenging.

Portfolio 52

Portfolio Certified Financial Planner Investing Investments 52

Carson Wealth

JANUARY 14, 2023

Financial advisors who charge asset management fees, direct financial planning fees, hourly fees or retainer fees to a client are structurally investment advisor representatives. They work for a registered investment advisor (RIA) firm. Jorge recently acquired a new client, Jeni.

Financial Advisor 52

Financial Advisor Risk Tolerance CFP Certified Financial Planner 52