Walker Wealth Advisors, LLC
At Walker Wealth Advisors, LLC, we take a collaborative approach to our services, listening closely to your individual needs and providing honest and realistic guidance to ensure your plan is aligned with the way you live your life.
As fiduciaries, our services are provided on a fee-only basis, making it even easier for you to focus on making the financial decisions that work for you.
We love nothing more than to help clients realize that they have choices they didn’t even know existed.
Our wealth management services encompass financial planning and investment management for clients on an ongoing basis. We meet with wealth management clients as needed; however, we like to meet at least four times during the first year, and at least twice a year thereafter. These regular progress meetings provide an opportunity to discuss changes to client goals, resources and risk tolerances; review the client’s progress toward specific goals; and uncover and discuss new planning opportunities.
Occasionally, we will work with clients that need financial planning assistance of a more limited scope. For those clients, we offer financial planning services without investment management. Financial planning services typically involves the analysis of one or two specific issues. In addition to being more limited in scope, planning-only engagements also are typically completed within a limited period of time.