Wade Financial Advisory Receives Prestigious Recognition

Eric M. Solve, CFP®, EA
Eric M. Solve, CFP®, EA
RIA edge general announcement (1) (1)

The Wade Financial Advisory team is excited to share some news! WealthManagement.com, RIA Edge, and Discovery Data have published their Registered Investment Advisory firm rankings, and we are incredibly gratified to announce that Wade Financial Advisory has been recognized in two key areas:

  • One of the fastest growing RIA firms in California
  • One of the fastest growing RIA firms in the United States

IA Rankings Data Shows Leadership in California, Nationwide

The rankings data showed that Wade Financial Advisory ranks 5th in California among firms in the 500-750 million in AUM and has attained a rank of 37th in the United States for firms with $500-750 million in AUM. You can learn more about this rankings project here.

As we celebrate these achievements, we want to thank our clients and allied professionals who have confidently referred their friends, family and clients to Wade Financial Advisory.  We remain grateful for each client who has put their confidence and trust in us to manage the important aspects of their financial lives so that they can enjoy what matters most.  It is always our goal to be a partner, educator, and guide to help our clients make well-informed financial decisions and to provide a high level of care and attention to their needs.

Though Wade Financial Advisory firm is growing, please know that one thing hasn’t changed – and that is our commitment to excellence in our personalized, relationship-based service. We believe strongly in providing customized planning to fit each clients’ unique needs on their path to financial confidence. We have added several key members to our team with specialized knowledge to address the tax, financial planning and investment management concerns of our clients. To learn more about all we have to offer, please visit our services page.

And, if you’re interested in learning more about the WealthManagement.com, RIA Edge, and Discovery Data rankings project, you may do so here.

If you’d like to start a conversation about working with the Wade team, please contact us today. We currently serve clients working for companies such as Tesla, Facebook, Nvidia, Applied Materials, Apple, Microsoft Corporation, Google, Intel, Cisco Systems, Hewlett Packard, Pure Storage, Zoom Video Communications, Amazon, Adobe Inc., Palo Alto Networks and many others. We would be pleased to serve you and your family, too!

This communication contains the opinions of Wade Financial Advisory, Inc. about the securities, investments and/or economic subjects discussed as of the date set forth herein. This communication is intended for information purposes only and does not recommend or solicit the purchase or sale of specific securities or investment services. Readers should not infer or assume that any securities, sectors or markets described were or will be profitable or are appropriate to meet the objectives, situation or needs of a particular individual or family, as the implementation of any financial strategy should only be made after consultation with your attorney, tax advisor and investment advisor. All material presented is compiled from sources believed to be reliable, but accuracy or completeness cannot be guaranteed. PAST PERFORMANCE DOES NOT GUARANTEE FUTURE RESULTS. INVESTMENTS BEAR RISK INCLUDING THE POSSIBLE LOSS OF INVESTED PRINCIPAL.

Wade Financial Advisory, Inc. is an investment adviser registered with the Securities and Exchange Commission. Registration of an Investment Advisor does not imply any level of skill or training. A copy of current Form ADV Part 2A is available upon request or at www.advisorinfo.sec.gov. Please contact Wade Financial Advisory, Inc. at (408) 369-7399 with any questions.

There's no time like the present

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.

 

Let's keep in touch

  • This field is for validation purposes and should be left unchanged.