Walker Financial Inc

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3871 Lake Juliette Dr
Buford, GA 30519
+1 (770) 614-2920
https://walkerfinancial.com

Walker Financial Advisors Inc. is a boutique investment advisory firm based in Mission Viejo, California, specializing in wealth management for affluent retirees, professionals, business owners, and widows. With a focus on customized portfolio management, the firm is dedicated to building and preserving client wealth through prudent, tax-efficient investment strategies using liquid marketable securities.

As an independent, fee-only Registered Investment Advisor regulated by the Securities Exchange Commission, Walker Financial emphasizes objective and unbiased advice. Led by Co-Chief Investment Officers Scott Walker and Warren Isenberg, who have collaborated since 1998, the firm manages over $216 million in assets for 150 clients, ensuring personalized guidance tailored to individual financial goals.

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United States›Georgia›Buford›Walker Financial Inc

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