Context Wealth Advisors

Context Wealth Advisors is an independent financial advisory firm in Campbell founded by Chris Duke, a former tech professional with 15+ years of experience who transitioned to wealth management in 2008. The firm specializes in comprehensive financial planning, investment management, and wealth protection tailored to each client's personal values and goals. With a team including Madison Donovan (who brings trust and estate administration expertise) and professional back-office support through Mutual Advisors LLC, Context Wealth takes a human-centered approach grounded in honest, relevant advice rather than generic recommendations.