Walker & Associates

Overview

Walker & Associates operates as a small, independent registered investment adviser serving individuals and families, with portfolio management and financial planning as its core services. The firm favors equity-centric allocations, using exchange-traded equities as its principal building block and running predominantly discretionary mandates. Its business model combines percentage-of-AUM billing with hourly charges, which supports both ongoing portfolio oversight and project-based planning engagements for individual and small business clients. Walker & Associates does not position itself as an ESG-driven investor and appears focused on straightforward wealth management rather than institutional consulting or multi-state scale. Investment activity centers on liquid equity exposure—primarily exchange-traded instruments—while the firm supplements stock and ETF holdings with conventional mutual funds and third-party real estate strategies when appropriate. As an owner-operated RIA, the firm’s allocation choices reflect a boutique approach: concentrated equity exposure for growth-oriented clients while using external managers for alternative real estate exposure and mutual funds to fill diversification or niche needs.

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Location & Offices