Welcome to Wade Financial Advisory, Inc.

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 with complex financial lives—reside in an area that is rife with change. 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 complexity, 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.
 


To ensure compliance with requirements imposed by the IRS; we inform you that any tax advice contained in this communication (including any attachments or enclosures) is not intended or written to be used, and cannot be used, for the purpose of (i) avoiding penalties under the Internal Revenue Code or (ii) promoting, marketing or recommending to another party any transaction or matter addressed in this communication. (The foregoing disclaimer has been affixed pursuant to U.S. Treasury regulations governing tax practitioners.)

 

© 2014 Wade Financial Advisory, Inc. | 2105 S. Bascom Ave, Suite 110, Campbell, CA 95008 | All rights reserved
P: 408-369-7399 | F: 408-369-0607 | web@wadefa.com |
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