Walkner Condon Acquires King Financial Group, LLC

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Gimme Some Truth | Investing, Financial Advice for High-Net-Worth Families and Individuals

Walkner Condon Financial Advisors

267 episodes

4 days ago

In a world full of financial information – and misinformation – what do you believe and incorporate into your life, and what do you throw away? As an independent, fee-only financial advisor, one of our founding pillars is education. Through accessible, transparent communication, we help filter out the noise for our clients to allow them to focus on their financial future. The goal of our podcast, Gimme Some Truth, is no different. From the corner of Monroe St. in Madison, WI, we cover the intersection of financial planning, investing, and everyday life. Disclosure: walknercondon.com/podcast

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Walkner Condon Acquires King Financial Group, LLC | Meet Andy King

Gimme Some Truth | Investing, Financial Advice for High-Net-Worth Families and Individuals

12 minutes 15 seconds

4 months ago

Walkner Condon Acquires King Financial Group, LLC | Meet Andy King

In this episode of Gimme Some Truth, Clint and Nate welcome Andy King, the newest advisor joining Walkner Condon Financial Advisors. Andy brings decades of experience, a deep commitment to his clients, and a thoughtful approach to succession planning. Along with his assistant Regan Miller, Andy shares why he chose to merge with Walkner Condon, how he built King Financial Group, and what lies ahead for their clients.

Whether you're a client, a fellow advisor, or just curious about how financial advisors plan their own retirement transitions—this episode offers a candid, behind-the-scenes look at the heart of wealth management.

📍 Timestamps:

00:08 – Welcome + Introducing Andy King

00:48 – Andy's Background: From Madison to Notre Dame

01:43 – Founding King Financial Group in 2010

02:41 – Why Andy Chose Walkner Condon for Succession

03:59 – The Challenges of Finding the Right Fit

05:06 – The Value of Staying Local vs. National Aggregators

06:00 – Building Client Trust Through Thoughtful Transitions

06:30 – Starting in a Living Room: The Early Days of King Financial

07:06 – Andy's Second Home in San Antonio: The Story Behind It

09:19 – Managing a Financial Firm from Two States

10:24 – Why San Antonio Was the Right Move

10:46 – Final Thoughts + Welcoming Andy to the Team

11:00 – Disclosures

👉 Learn more at: https://walknercondon.com

🎙 Subscribe for more insights @walknercondon #FinancialAdvisor #SuccessionPlanning #MadisonWI #WealthManagement #GimmeSomeTruth #WalknerCondon #SanAntonioLiving #RetirementPlanning #AndyKing #investmentadvice

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