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Client Centered - Individually Managed Portfolios

Today, many investors find too few good alternatives for Personal Investment Management.

Walker & Associates specializes in providing Personal Investment Management designed to help identify and meet the financial goals of individuals and businesses. We believe in designing portfolios on an individual basis to achieve desired results. Walker & Associates does not use standardized asset allocation models provided by third party "gurus".

We are convinced that if you would like a professional to help you manage your money, you should be advised by someone whose only concern is your financial well-being.

A Fee Only Investment Advisor

That’s why Walker & Associates feels investment advice should come from someone whose compensation does not depend on whether you buy or sell a particular security - someone free from the conflict of interest of a commissioned salesperson. Walker & Associates is a Fee Only Investment Advisor.

Our Edge

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Schwab Alliance

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Special Topics

Discover the difference with a Registered Investment Advisor.

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