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We are a fee-only wealth management firm based in Campbell, CA, and serving Silicon Valley. At Wade Financial Advisory our clients include successful entrepreneurs, professionals, and executives as well as their extended families. As a result, their financial needs are often changing, requiring a high level of care and attention. This is why personalized, relationship-based service is an integral part of our offering.
- Wealth Management
- Investment Management
- Executive Benefits
- Equity Compensation
- Tax Planning
- Risk Management
- Liquidity Planning
- College Planning
- Trust and Estate Planning
- Life Transitions
- Multi-Generational Planning
- Retirement Planning

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Recent Articles - Read About the Best Valley Wealth Strategies


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Navigating the complexities of retirement planning can be challenging, especially for high-income professionals and business owners seeking tax-efficient strategies. If you have already contributed the


2024 4th Quarter Investment Review
In our quarterly investment update, we’d like to: Summarize market activity for 2024 Discuss updated portfolio benchmarks Provide various market returns information


SECURE Act 2.0: Key Updates for Retirement Planning in 2025
The Setting Every Community Up for Retirement Enhancement (SECURE) Act 2.0, signed into law in late 2022, introduced a host of new rules aimed at
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Contact us today to speak to one of the top financial advisors in the Bay Area. Learn how our team can partner, educate, and guide you on your path to financial confidence.