Your goals.
Our guidance.​
A partnership you can trust.

Personalized Client Experience​

Taking care of what’s important so you can focus on what matters most to you.

In-Depth Expertise

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.


Annrose Isaac on
The Legacy Leaders Podcast

Annrose Isaac, Shareholder & Senior Advisor at Wade Financial Advisory, Inc. (WFA), was featured on the May 6th, 2024 episode of the Legacy Leaders podcast. She discussed her path to becoming a Financial Advisor and shared insights on how WFA Advisors collaborate with clients to achieve financial goals.

Listen on: Apple Podcasts, Spotify, TuneIniHeartRadioC-Suite RadioAmazon MusicGoogle Podcasts, and YouTube

Recent Articles - Read About the Best Valley Wealth Strategies

Learn how to maximize your equity benefits post-IPO in tech! Discover the perks and potential pitfalls.
Wealth Management
Annrose Isaac CPA, CFP®, MBA

Equity Benefits Post-IPO in Tech

In the dynamic world of tech startups, reaching an initial public offering (IPO) is often seen as a major milestone. For employees who hold stock

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There is no time like the present

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.