EPISODE · Jun 19, 2025 · 12 MIN
Walkner Condon Acquires King Financial Group, LLC | Meet Andy King
from Gimme Some Truth | Investing, Financial Advice for High-Net-Worth Families and Individuals · host Walkner Condon Financial Advisors
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 King00:48 – Andy's Background: From Madison to Notre Dame01:43 – Founding King Financial Group in 201002:41 – Why Andy Chose Walkner Condon for Succession03:59 – The Challenges of Finding the Right Fit05:06 – The Value of Staying Local vs. National Aggregators06:00 – Building Client Trust Through Thoughtful Transitions06:30 – Starting in a Living Room: The Early Days of King Financial07:06 – Andy's Second Home in San Antonio: The Story Behind It09:19 – Managing a Financial Firm from Two States10:24 – Why San Antonio Was the Right Move10:46 – Final Thoughts + Welcoming Andy to the Team11:00 – Disclosures👉 Learn more at: https://walknercondon.com🎙 Subscribe for more insights @walknercondon #FinancialAdvisor #SuccessionPlanning #MadisonWI #WealthManagement #GimmeSomeTruth #WalknerCondon #SanAntonioLiving #RetirementPlanning #AndyKing #investmentadvice For more on this topic and others check out the blog on our website: https://walknercondon.com/blog/ Visit our website for more financial planning resources and educational information: https://www.walknercondon.com ————————————————ADD US ON:LinkedIn: https://linkedin.com/company/walkner-condon-financial-advisors-llc Facebook: https://facebook.com/walknercondon
What this episode covers
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 King00:48 – Andy's Background: From Madison to Notre Dame01:43 – Founding King Financial Group in 201002:41 – Why Andy Chose Walkner Condon for Succession03:59 – The Challenges of Finding the Right Fit05:06 – The Value of Staying Local vs. National Aggregators06:00 – Building Client Trust Through Thoughtful Transitions06:30 – Starting in a Living Room: The Early Days of King Financial07:06 – Andy's Second Home in San Antonio: The Story Behind It09:19 – Managing a Financial Firm from Two States10:24 – Why San Antonio Was the Right Move10:46 – Final Thoughts + Welcoming Andy to the Team11:00 – Disclosures👉 Learn more at: https://walknercondon.com🎙 Subscribe for more insights @walknercondon #FinancialAdvisor #SuccessionPlanning #MadisonWI #WealthManagement #GimmeSomeTruth #WalknerCondon #SanAntonioLiving #RetirementPlanning #AndyKing #investmentadvice For more on this topic and others check out the blog on our website: https://walknercondon.com/blog/ Visit our website for more financial planning resources and educational information: https://www.walknercondon.com ————————————————ADD US ON:LinkedIn: https://linkedin.com/company/walkner-condon-financial-advisors-llc Facebook: https://facebook.com/walknercondon
NOW PLAYING
Walkner Condon Acquires King Financial Group, LLC | Meet Andy King
No transcript for this episode yet
Similar Episodes
No similar episodes found.
Similar Podcasts
No similar podcasts found.