Wade Financial Advisory, Inc. (WFA) 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 - including taxes, 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.
In mathematics, the principle of an elegant solution is often used to refer to a solution that solves the problem most straightforwardly and effectively. In the world of finance and taxes, complexity is often inherent in the work we do, but not necessarily a virtue. At WFA, we have the depth to engage complexity for our clients, and the wisdom to introduce simplicity where it is warranted.
We invite you to schedule a phone call or 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.