Wade Financial Advisory is a fee-only financial planning firm based in Campbell, CA, and serving Silicon Valley. 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.
As a Wealth Management firm, we deliver comprehensive financial services incorporating taxes, equity compensation, investments, risk management, real estate, retirement, and estate planning- all at a single location convenient to Los Gatos, Saratoga, Cupertino, Palo Alto, and the surrounding Silicon Valley communities.
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.
We can help you design
the life you want.
Contact us today to speak to one of our trusted advisors and learn how our team can partner, educate, and guide you on your path to financial confidence.