We are a fee-only wealth management firm based in Campbell, CA, and serving Silicon Valley. At Wade Financial Advisory 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. If your employer has granted you restricted stock units, it's important to understand the potential benefits of these RSUs so you can maximize the value of this equity compensation in your financial plan. The Biden Administration and congressional Democrats have released a full tax proposal that the House Ways and Means Committee is set to vote on this week.
This is why personalized, relationship-based service is an integral part of our offering. If your employer has granted you restricted stock units, it's important to understand the potential benefits of these RSUs so you can maximize the value of this equity compensation in your financial plan. The Biden Administration and congressional Democrats have released a full tax proposal that the House Ways and Means Committee is set to vote on this week.
Services
Meet the Wade Financial Advisory Team: As Fiduciaries, we bring together the expertise of CERTIFIED PUBLIC ACCOUNTANT (CPAs) and CERTIFIED FINANCIAL PLANNER (CFP) professionals, Accredited Investment Fiduciaries (AIFs), Chartered Financial Analysts (CFAs), Chartered Alternative Investment Analysts (CAIA), and Enrolled Agents (EAs) on our team to develop strategies that will provide comprehensive and tailored solutions to our clients' unique and complex wealth management needs.
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.
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 are driven by the core values of integrity, expertise, and service. While wealth may help in the achievement of life goals, often there might be other ways to reach these same goals that have little to do with money and are more related to lifestyle choices.
This is why we believe it's imperative to help each of our clients recognize their individual view of happiness and/or fulfillment, so they can determine which personal expenditures further their progress toward joy and satisfaction.This approach empowers our clients to act with clarity and confidence and to ultimately live a more meaningful, satisfactory life.
This is why we believe it's imperative to help each of our clients recognize their individual view of happiness and/or fulfillment, so they can determine which personal expenditures further their progress toward joy and satisfaction.This approach empowers our clients to act with clarity and confidence and to ultimately live a more meaningful, satisfactory life.
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. Our depth of expertise across tax planning, estate planning, retirement planning, investment management, and risk management allows us to serve as guides for our clients through crucial life transitions.
Reviews (2)
Zack G.
Sep 22, 2015
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Anna L.
Oct 04, 2013
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We are so grateful to Ethan and the rest of the staff at Wade. They have helped us navigate through planning for college, retirement, tax planning, a new home purchase, you name it! I love that they see the whole picture and are unbiased with regards to investments. They are not paid on commission, so you can trust their recommendations. Plus, they are just nice, personable, organized, bright people. I have never felt like I was valued less because I am not a "high roller." Getting our financial house in order was worth every penny. Best thing I have ever done for my peace of mind.
