This site is not a complete description of our firm or the services it offers, nor is it a solicitation to buy or an offer to sell financial securities. Walker Wealth Advisors, LLC is a registered investment adviser, duly registered with the state of Florida in accordance and compliance with applicable securities laws and regulations.
Opinions expressed on this site are solely those of Walker Wealth Advisors. Materials presented by way of links to third-party websites are believed to be from reliable sources; however, we make no representations as to the accuracy, completeness or timeliness of such materials. All information and ideas should be discussed in detail with your individual advisor prior to implementation.
Existing clients may have undergone a process different than the one described on this site or may have a different arrangement with Walker Advisors.
Fee-only wealth management services are offered through Walker Wealth Advisors. Walker Wealth Advisors does not render personalized investment advice via its website. The content of this site is provided for informational purposes only, and is not a recommendation or advice, or an offer to sell any product or service. There are no warranties, expressed or implied, as to the timeliness, accuracy, or completeness of the information posted on this site, or any linked website.
In no event shall the presence of this website on the internet be interpreted or construed as a solicitation to provide investment advisory services outside of the state of Florida or those states with an established de minimis rule regulating the exclusive jurisdiction(s) in which Walker Wealth Advisors is registered as an investment advisor.
In the future, should Walker Wealth Advisors seek to solicit investment advisory clients in states outside of the state of Florida or a state with an established de minimis rule, an investment adviser registration would first be procured by the firm in such state or states. Additionally, if the number of clients in a state with an established de minimis rule has reached the permissible limit of said rule, an investment adviser registration would first be procured by the firm in such state before the firm would accept additional clients from such state.
Certified Financial Planner Board of Standards Inc. owns the certification marks CFP® and CERTIFIED FINANCIAL PLANNER™ in the U.S., which it awards to individuals who successfully complete CFP Board’s initial and ongoing certification requirements.
Past performance is no guarantee of future results. Investing involves risks, including the loss of principal. I suspect you frequently hear these words of caution, but it is important that you understand they are true. Although past performance and experience informs what we do and can be helpful, it guarantees nothing with respect to the future.