Adam Wade, CFP®, CPFA®
Financial Advisor
Adam L. Wade, CFP®, CPFA®
Owner & Founder | Integrated Financial Wellness, LLC
As the owner and founder of Integrated Financial Wellness, LLC in Colorado Springs, I'm passionate about helping clients bring clarity and confidence to their financial lives. As a CERTIFIED FINANCIAL PLANNER professional and Certified Plan Fiduciary Advisor (CPFA®), I focus on creating personalized, fiduciary, fee-based strategies that help clients plan, grow, and protect their wealth.
Our team provides financial planning, investment management, estate planning, tax-efficient strategies, and insurance guidance. We proudly serve individuals, business owners, and both active-duty and retired military families.
I believe true financial wellness comes from integrating every part of your financial life — aligning goals, minimizing taxes, and building long-term security.
Outside of work, I enjoy running, mountain biking, and hunting across Colorado's great outdoors. My wife, Sarah Martin, and I live on the north side of Colorado Springs with our dog, Charlie. Sarah serves as our firm's Client Relationship Manager and teaches yoga locally, where she also leads yoga and meditation for active and retired service members.
Integrated Financial Wellness proudly supports local and national non-profits and 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.