Stan Farmer
CFP®, J.D.
Walkner Condon Financial Advisors
U.S. Expat Financial Advisor, Director of International Financial Planning
Stan Farmer
CFP®, J.D.
Walkner Condon Financial Advisors
U.S. Expat Financial Advisor, Director of International Financial Planning
Being trained as an attorney, you know, I think it helps me a lot as an expat financial advisor because I spend a lot of time researching rules, regulations, and laws – US laws, which are complicated enough to take up most of your time, but also residence country rules for clients in many different countries. So, researching and digging into legal documents, tax treaties and what not, very critical to what we do. - Stan Farmer, CFP®, J.D.
We help our U.S. expatriate clients achieve confidence and clarity about what they will be able to accomplish in the future.
Stan Farmer is financial advisor helping U.S. expatriate clients achieve confidence and clarity about what they will be able to accomplish in the future. Walkner Condon’s international team possesses practical expat experience, supported by refined technical knowledge and bolstered by advanced degrees and designations. While it is one thing to know about all the complexities that come with expatriate status, it is quite another to have actually lived and worked through the myriad challenges of being a cross-border citizen. Our team has both, and they are ready to put that expertise to work for you, whether you have lived abroad for years, or you are beginning to contemplate the move.
A Certified Financial Planner™ (CFP®), Stan Farmer lives in Middleton, the town he and his wife and three children have called home for the past nine years. He grew up in Columbia, Missouri, and Cedar Rapids, Iowa, but has lived and worked all over the world, from Minneapolis to Luanda (Angola), Dubai and Lisbon. He began his career as an attorney and first became a financial advisor in 2004, joining the Minneapolis office of Merrill Lynch.
After returning to the U.S., Stan joined Thun Financial in 2014, where he began to focus his advisory practice on providing financial planning and investment advice to U.S. expat clients all over the world. He has authored numerous articles and provided educational webinars on a variety of financial planning topics that have included cross-border estate planning, financial planning for mixed nationality couples, dividing retirement assets when divorcing abroad, cross-border philanthropy, and expatriation.
Stan is a graduate of Northwestern University, where he majored in economics. He also achieved a masters degree in government administration (MGA) from the University of Pennsylvania and law degree (JD) from the University of Iowa. He is fluent in English and Portuguese.
Stan enjoys taking care of his 100+ pets (African cichlids) and he is completely obsessed with cycling the many paved, gravel and dirt trails that run throughout Wisconsin when the weather permits, and riding inside with Zwift and his stationary trainer when it doesn’t.
Stan Farmer is a Member of the National Association of Personal Financial Advisors
The National Association of Personal Financial Advisors (NAPFA) is a leading professional association of Fee-Only financial advisors - highly trained professionals who are committed to working in the best interests of those they serve.
NAPFA members live by three important values:
- To be the beacon for independent, objective financial advice for individuals and families.
- To be the champion of financial services delivered in the public interest.
- To be the standard bearer for the emerging profession of financial planning.
Rooted in Madison's Monroe Street neighborhood, Walkner Condon Financial Advisors serve as financial guides for our clients, helping them look to their financial future with confidence and clarity. We have advisors who help clients in the Madison & Greater Dane County area, as well as a team of advisors who work with U.S. expats all over the globe. Our philosophy is built on transparency and the management of investment risk. We are a fee-only firm, meaning that we do not accept commissions from either investment or insurance companies. We are also fiduciaries for all of our clients.
Fee-Only, Fiduciary, Independent: Three Important Criteria to Consider When Choosing a Financial Advisor.
Specialties
- International Financial Planning
- International Estate Planning
- Retirement Income Planning
- Investment Management
- College Education Planning
- Tax Planning
Ideal Clients
- Expats
- Retirees and Near Retirees
- Growing Families
- Business Owners and Executives
- Sudden Money Situations
- High Net Worth Individuals
Working Together
- In-Office Meetings
- Virtual Meetings
- Clearly Defined Fees
- No Product Sales
- Complimentary Initial Consultation
Professional Designations & Affiliations
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Stan Farmer is a NAPFA-Registered Financial AdvisorThe National Association of Personal Financial Advisors (NAPFA) is a leading professional association of Fee-Only financial advisors—highly trained professionals who are committed to working in the best interests of those they serve.
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Stan Farmer is a CERTIFIED FINANCIAL PLANNER™ Professional - Click for VerificationCFP® professionals are held to strict ethical standards to ensure financial planning recommendations are in your best interest. What’s more, a CFP® professional must acquire several years of experience related to delivering financial planning services to clients and pass the comprehensive CFP® Certification Exam before they can use the CFP® designation.
Contact Stan Farmer
Office Locations:
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3418 Monroe St
Madison, WI 53711
