Financial Advisor in Madison, WI

As financial advisors in Madison, WI, we’re committed to helping you reach your goals. Whether you need help with your financial planning, investment management or estate planning we are here to help.

 

Please call us at 608-334-1350 to schedule a free review of your portfolio today.

We formed Walnut Capital Management in 2007 to build a firm that provides independent, professional guidance to our clients. As a fiduciary, we are driven to put clients interests ahead of our own. We are a fee only firm and our fees are transparent. Our recommendations are not based on product sales quotas. Our financial advisors are free to choose the investment products they find most suitable for meeting client’s goals & objectives. With more than 100 years combined experience, the Walnut Capital Management team has expertise you can trust. We work with Charles Schwab as the qualified custodian for our clients assets.

 

Walnut Capital Management
3330 University, Suite 120
Madison, WI 53705

 

608-334-1350