Wade Financial Advisory, Inc. is a fee-only financial planning firm based in Campbell, CA, and serving the Silicon Valley. A Registered Investment Advisor (RIA), we deliver comprehensive financial services—financial planning, investment management, and tax planning and preparation—all at a single location convenient to Los Altos, Los Gatos, Palo Alto, San Jose, and the surrounding Silicon Valley communities. Driven by core values of integrity, expertise and service, our mission is to partner, educate, and guide every client to provide financial peace of mind.
Our clients—successful business owners, driven executives, individuals and families. As a result, their financial needs are constantly changing, requiring an unusually high level of care and attention. At Wade Financial Advisory, our services are designed specifically to address the full scope of this, including taxes, investments, risk management, real estate, retirement, and estate planning. As fee-only planners and fiduciaries, we receive no commissions or referral fees for any of the solutions we recommend, ensuring that our advice is 100% unbiased and focused solely on our clients' best interests.
We invite you to contact us today at 408-369-7399 to speak to one of our trusted advisors and learn how our team can partner, educate, and guide you on your path to financial peace of mind.
2105 South Bascom Ave
Campbell, CA 95008