Mitch DeWitt

CFP® MBA

Financial Advisor

Walkner Condon Financial Advisors

Madison, WI

Anywhere / Virtual Meetings

We help our clients look forward to their financial futures with confidence and clarity. We meet clients locally in Madison, WI and across the U.S. and world through virtual and secure meetings.

Contact Me

Send Mitch a Message

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Schedule a Meeting

Virtual or Phone

I am Fee-Only

I do not accept commission, referral fees, or compensation of any kind based on selling financial products, without exception.

I am a Fiduciary

I will put your best interests first, and fully disclose and manage unavoidable conflicts fairly in your favor, at all times.

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Things to Know

We support clients locally with meetings at our Madison, WI office on Monroe Street, as well as clients throughout the country with virtual appointments.
As fee-only, fiduciary financial advisors, we are legally bound to act in the best interest of our clients.
Through a separate set of services, we help U.S. expatriates, Americans abroad, and cross-border families achieve confidence and clarity about what they will be able to accomplish in the future, with comprehensive financial planning & investment management.
Schedule a complimentary appointment so we can get to know each other.

Get to Know Mitch DeWitt

A Certified Financial Planner™ – one of three CFP® professionals at Walkner Condon – Mitch DeWitt has been with the firm since 2018.

Prior to joining Walkner Condon, Mitch worked at Merrill Lynch as a Financial Advisor. As part of his transition to financial planning, Mitch pursued his MBA from the University of Wisconsin-Madison, a degree program he completed in 2018. Before Mitch entered the financial services industry, he utilized his B.S. degree in industrial and operations engineering – a degree he earned from the University of Michigan – at Rockwell Automation, where he spent four years.

Giving back is a core value for Mitch and his family, and he and his wife, Kaylee, are actively involved in their church. Mitch enjoys watching sports (primarily University of Michigan athletics, Go Blue!), golfing, and traveling with Kaylee. Last but certainly not least Mitch loves spending time with his two children, Avery and Maddox!

AREAS OF EXPERTISE

Employee Equity Compensation (RSUs, ISOs/NSOs, etc.)
Non-Qualified Deferred Compensation

I Can Help You With:

Comprehensive Financial Planning
Retirement Income Planning
Investment Management
College Education Planning
Tax Planning
Sustainable Investing
Employee Equity Compensation

Ideal Clients:

Retirees and Near Retirees
Business Owners and Executives
Sudden Money Situations
High Net Worth Individuals

FAQ with Mitch DeWitt

How are you different from other advisors?
Does your initial meeting carry a fee?
Do you have an account minimum?
What are the types of clients you usually work with?

The client is at the center of our process. We don’t “put” you into a portfolio or a product; we work with you to find the best solutions for you and your family’s needs.

Our experienced advisors collaborate with you in a comfortable environment, seeking to empower you in your financial future.

Walkner Condon is fee-only, which means the only revenue we receive is from the management fees that are paid to us by our clients. We serve as a fiduciary to our clients – that means we must recommend products that are in our clients’ best interest. We do not receive any commissions from the sales of financial products.

How are you different from other advisors?
The client is at the center of our process. We don’t “put” you into a portfolio or a product; we work with you to find the best solutions for you and your family’s needs.
Our experienced advisors collaborate with you in a comfortable environment, seeking to empower you in your financial future.
Walkner Condon is fee-only, which means the only revenue we receive is from the management fees that are paid to us by our clients. We serve as a fiduciary to our clients – that means we must recommend products that are in our clients’ best interest. We do not receive any commissions from the sales of financial products.
Does your initial meeting carry a fee?
Do you have an account minimum?
What are the types of clients you usually work with?

Fee-Only and Fiduciary - Without Exception

Watch Our Video: Fee-Only, Fiduciary, Independent

Fee-Only and Fiduciary: Two Non-Negotiables When Hiring a Financial Advisor

Fee-Only, Fee-Based, and Commission-Based Financial Advisors - What's the Difference?

Mitch DeWitt's Designations and Affiliations

Media Mentions and Industry Involvement

Office Locations

3418 Monroe St - Madison, WI 53711

FeeOnlyNetwork Disclosure

Advisorology, LLC (FeeOnlyNetwork.com) earns an annual or monthly fee from financial advisors and financial firms in exchange for marketing services, including the advisor profile, that are subject to terms of use. This creates a material conflict of interest and a financial incentive to only include advisors in the directory from whom FeeOnlyNetwork has received compensation. FeeOnlyNetwork is not a client of these advisors or firms.