Adam Wade is the owner and founder of Integrated Financial Wellness, LLC in Colorado Springs, Colorado. He holds two certifications: CERTIFIED FINANCIAL PLANNER® professional and Certified Plan Fiduciary Advisor. Adam is a fiduciary who specializes in fee-based financial planning, estate planning, tax management, income & asset protection and investing. He works with individuals, families, active duty & retired military service members and business owners. The mission of Integrated Financial Wellness, LLC is simple; Plan, Grow & Protect.
Create a wholistic plan that integrates financial & non-financial needs.
Grow net-worth by investing and managing taxes.
Protect the plan with the use of estate planning & insurance.
Adam is originally from Fort Wayne, Indiana. He attended Olivet Nazarene University in Bourbonnais, Illinois where he graduated with a B.A. in 1999 with a Finance & Economics undergraduate degree. He ran track and cross-country for a portion of his time at ONU. After graduation, he moved to Colorado Springs and in 2000 began his financial career as a Retirement Plan Coordinator on qualified retirement plans with T.Rowe Price.
In 2006, Adam went to work for Edward Jones where he earned his Registered Representative license (Series 7), Colorado Life & Health Insurance license and Investment Advisor Representative (Series 66) license. He was with Edward Jones until spring of 2011 when he joined Merrill Lynch, Pierce, Fenner & Smith in the Colorado Springs office.
In 2014, Adam decided to take his practice independent with LPL Financial and do business as (DBA) Integrated Financial Wellness, LLC until 2017 when he joined the Colorado Springs NOVA Financial & Insurance Services team. While with NOVA Financial, he earned the CERTIFIED FINANCIAL PLANNER® certification and the Certified Plan Fiduciary Advisor designation. Wanting to pick his DBA back-up, he moved his back-office affiliation to J.W. Cole Advisors, Inc. in March of 2022.
Adam is married to Sarah Martin and has a four-legged family member named Charlie Wade. They reside on the north side of Colorado Springs. Adam enjoys Colorado outdoors by running, mountain biking and hunting. In addition to Sarah's position as the registered Client Relationship Manager, she also teaches yoga at a local studio. She has extensive experience leading yoga & meditation with active and retired military service members. Integrated Financial Wellness, LLC gives to various local and national non-profits & veterans organizations.
To learn more about the CERTIFIED FINANCIAL PLANNER® certification, please visit www.cfp.net. To access Adam's certificate visit HERE.
To learn more about the CERTIFIED PLAN FIDUCIARY ADVISOR designation, please visit CPFA® INFO.
Advisory services offered through J.W. Cole Advisors Inc. (JWCA). Integrated Financial Wellness LLC DBA and JWCA are unaffiliated entities.
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