Alicia Vande Ven
Accessible, Dependable, Comfortably Unique
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Walkner Condon Financial Advisors
Alicia Vande Ven
Madison, WI
Serving Clients Nationwide
Accessible, Dependable, Comfortably Unique
Areas of Focus
- Education Funding
- Employee Stock Options
- Financial Life Planning
- Investment Management
- Retirement Planning
- Socially Responsible Investing
- Taxes
- Women & Wealth
About Me
Alicia Vande Ven started with Walkner Condon in July 2022 and is a fee-only financial advisor who works with clients in the Madison area.After spending the first part of her career at Epic Systems, where she honed her love for – and expertise with – spreadsheets, Alicia elected to pursue a master’s degree to build a career in the financial industry.
Thanks to countless hours of studying, she recently passed her CFP® exam and is now working toward completing the two years of experience required for official CFP® certification. She earned her M.S. in Personal Financial Planning, with a certificate in Financial Therapy, from Kansas State University.
Alicia has a particular fondness for taxes – unlike most of us – and has spent the last four years as a Volunteer Income Tax Preparer at the Richard Dilley Tax Center in Madison.
Not only does Alicia have a versatile career and educational background, which includes a bachelor’s degree in marketing from UW-La Crosse, but she also spent more than six years running her own business, Asha’s Homemade Candles.
Alicia and her husband, Mike, live in Madison with their son and twin daughters. A self-proclaimed geek with a tan, Alicia nerds out on book trilogies like Lord of the Rings and the Diablo video game series, among others. She also loves traveling, being outdoors, and hiking.
Professional Designations
- Candidate for CFP® certification
Affiliations
- Fee Only Network
Primary Location
3418 Monroe St, Madison, WI 53711
Video
Meeting Options
- Video Conference
- In-Person
- Phone
Compensation Methods
- Fee Only
- Percentage of Assets Managed
What to expect in the first meeting
Click the 'Book Intro Call' button above and complete the brief form to schedule an initial conversation. Through this hour-long meeting, we’ll have a greater understanding of your financial picture and what you’re hoping to accomplish in a relationship with a financial advisor. We’ll explain our approach, our role as fiduciaries, our fee-only status, and more. We’ll also carve out time for you to ask any questions pertaining to working with us, with the ultimate goal of establishing whether we’re a fit for your needs.Offers Investment Management
Yes
About our Firm
Ensuring that our clients have the tools and knowledge to face the future with confidence is at the heart of Walkner Condon’s process.While some may want a one-time plan, as fiduciary financial advisors, we strongly believe in being a long-term partner that our clients can trust to achieve their financial goals. We understand your life is complex and can have many twists and turns, which is why your financial plan should continually evolve to mirror those life changes.
We also believe in helping educate our clients on all aspects of their financial lives through regular meetings and transparent communication. This starts with building, revising and explaining a comprehensive financial plan, complemented by our videos, podcasts, and blog posts. Whether you’re a current client or just checking us out, we’d encourage you to subscribe to our newsletter by visiting our website.
THE WALKNER CONDON INVESTMENT EXPERIENCE
Walkner Condon Financial Advisors provide custom investment solutions for our clients. We will help you identify what portfolio series best fit your financial objectives and risk tolerance. While many advisors are inflexible with inherent biases towards passive or active management, we believe strongly in offering choice in investment strategy. We also offer portfolios that seek to align investment objectives with client values.
✅ We believe that the bulk of client’s portfolios should be invested in a globally diversified manner and that clients benefit from a “buy and hold” approach rather than one that attempts to time the markets.
✅ We seek to utilize funds that are low in cost relative to their peers and categories and are generally tax efficient, though there are times where we may consider funds that are higher in cost or turnover if we determine it makes sense from an allocation standpoint.
✅ We offer our clients choice in their asset management strategy and are not absolute in our views in the debate between active and passive management.
Education
Kansas State University, Master of Science - MS, Personal Financial Planning | University of Wisconsin-La Crosse, Bachelor of Science, Marketing
Hobbies and Interests
- Board Games
- Family
- Hiking
- Reading
- Skiing
- Snowboarding
- Traveling
- Video Games
- Wine
SEC Lookup
View DisclosureWho We Serve
- Corporate Executives
- Couples
- Dual Income Family
- Educators
- Gen X
- Gen Y / Millennials
- Intergenerational Families
- LGBTQ
- LGBTQ Couples
- Living in Retirement
- Parents
- Single Women
- Technology Professionals
- Travel Lovers
- Women Professionals
- Women’s Finance
- Young Families
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