Rod founded the firm in 1986 as Wade and Associates and incorporated the firm as Wade Financial Advisory, Inc. (WFA) in...
Wade Financial Advisory, Inc. (WFA) is a fee-only wealth management firm based in Campbell, CA, and serving Silicon Valley.
Managing Your Wealth
As your wealth advisors, we help manage every aspect of your financial life, partnering, educating, and guiding you throughout the process to help you make well-informed financial decisions.
Investing your money
At Wade Financial Advisory, Inc., we do not believe in the concept of "hot" stocks or in seeking short-term returns from any investment. Nor do we believe in attempting to "time" the market.
Empowering you to act with clarity and confidence, to ultimately live a more meaningful, satisfactory life.
There's a significant difference between financial advisors who merely tick the boxes and ones who are genuinely committed to understanding the needs and aspirations of their clients.
At Wade Financial Advisory, Inc., we have the depth to engage complexity for our clients, and the wisdom to introduce simplicity where it is warranted
CEO & Wealth Advisor
Eric has been with Wade Financial Advisory, Inc. (WFA) since 2012. Since joining WFA, he has taken on the...
Annrose is a native New Yorker who moved to the Bay area in August 2015. She has over 15 years of experience in the...
Pat joined Wade Financial Advisory, Inc. (WFA) in 2019 after spending over 28 years as a financial advisor at American...
Contact us today to learn how our team can partner, educate, and
guide you on your path to financial peace of mind.
Our team would like to provide you with an update regarding the recent announcements regarding income tax filing and payment extensions. The new filing and payment deadline for IRS and California is now automatically July 15th. So, no taxpayer needs to file or make any payments until July 15th. There will be no interest charges or penalties to delay any payment of income taxes (up to $1 million) up until July 15th. However, you can...
We would like to provide you with a brief update to share our thoughts on the coronavirus and its impact for investors. The recent outbreak of coronavirus has spread to additional countries, and policies to contain the spread of the disease will include keeping people in their home or region, reducing travel, work, and consumer spending. The policies above have led to dampening in expectations for the pace of global economic growth for 2020, and...
Recent changes in income tax laws have made it even more important for you to be strategic with your charitable giving during the year, so that you can maximize tax benefits while supporting your favorite charities. As you contemplate gifts to your favorite charities in 2020, keep in mind that strategizing early in the year may allow you take advantage of several methods for maximizing your tax savings. Here are a few tax wise methods...