About My Practice
Wade Financial Advisory, Inc. provides holistic financial planning for a fee and receives no commissions from the purchase/sale of products. We integrate all the financial areas of your life, including tax planning/preparation, estate planning, insurance and investment advice into one overall comprehensive plan. We currently work with over 150 clients including professionals, business owners, and retirees. Our initial focus is to discover clients' concerns and objectives. We then engage in goal-setting and problem-solving to met those client needs. A broad range of analytical tools, software and processes are utilized in this approach. Our retainer fees are based on the clients' complexity and portfolio size under management. We believe our fee-only structure helps us provide quality, unbiased advice, and minimizes the conflict of interest so prevalent in financial services. Our philosophy dictates that goals and objectives be periodically reviewed and assessed if they are to be of value. We believe Financial Planning is a process not an event. To this end, we also offer ongoing financial advisory services which include as little as a yearly review of your finances, up to full investment management and tax planning with periodic meetings.
The firm's principal, Rodney Wade, has been involved in financial services since 1983, including positions in accounting, retirement plans administration, financial planning, investment brokerage, and tax preparation. Affiliations include membership in the FPA, NAPFA and the E3 Resource Group, as well as other financial planning and investment advisory associations.
Registrations, Licenses, Certifications & Affiliations
Designations & Certifications
- CERTIFIED FINANCIAL PLANNER™ (CFP®)
- Other - Enrolled Agent
I will provide a free initial consultation to prospective clients so we may determine if their needs and my practice are well-matched.
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