Your Richest Life

AUGUST 4, 2023

I was honored to receive D Magazine’s Best Financial Planners in Dallas award for the eighth year in a row. I am so thankful to have been nominated for this award, and I feel very lucky to call many of the planners on this list my friends and colleagues. It’s been a fun, busy year!

Financial Planner 98

Financial Planner Financial Counseling Fee Only Clients 98

Inside Information

FEBRUARY 27, 2023

Some of us remember that the consumer revolution, which phased out salespeople and put the consumer in charge of selecting purchases based on price and quality, was very slow to enter the financial services world. The whole idea of turning financial customers into clients was invented in the fee-only financial planning world.

Financial Planner 40

Financial Planner Fee Only Financial Planning Insurance 40

Walkner Condon Financial Advisors

AUGUST 5, 2022

2020, the Federal Reserve estimated that the Personal Consumption Expenditure Price Index (PCE) , which excludes food and energy prices, would rise by 1.8%. Financial Advisor, PARTNER. Jonathon Jordan is a Certified Financial Planner ™ and Certified Exit Planning Advisor at Walkner Condon Financial Advisors.

Certified Financial Planner 98

Certified Financial Planner Financial Advisor Financial Planner Fee Only 98

The Big Picture

APRIL 25, 2023

I’ve been saying, I don’t see how they don’t collapse under the weight of their own fees churning underperformance and the lack of a fiduciary standard. To me, it just makes more sense that your financial planner should be more like your attorney than a used car salesman. But that’s starting to change.

Compliance 154

Compliance Clients Wealth Management Management 154