Adam Wade, CFP®, CPFA™

Financial Advisor

Adam L. Wade, CFP®, CPFA™
Financial Advisor
Owner / Founder, Integrated Financial Wellness, LLC

Adam Wade is the owner and founder of Integrated Financial Wellness, LLC in Colorado Springs, Colorado. He holds two designations: CERTIFIED FINANCIAL PLANNER™ Professional and Certified Plan Fiduciary Advisor. Adam specializes in fee-based financial planning for individuals, families, active & Retired military service members and small business owners. His mission is two-fold; Increase ease of access to professional financial advice and help clients experience financial freedom.

Adam was born in Fort Wayne, Indiana where he lived until 1995. He attended Olivet Nazarene University in Bourbonnais, Illinois, graduating in May 1999 with his B.A. in Finance & Economics. After graduation, he moved to Colorado Springs. In 2000, Adam began his financial career as a Retirement Plan Representative on Qualified Retirement Plans. In 2006, Adam joined a well-known national brokerage firm, earned his Registered Representative license (Series 7) and started his individual practice. He added the Colorado Life & Health Insurance license and Investment Advisor Representative license (Series 66), which allowed Adam to change title to Financial Advisor. In 2017, Adam gave-up his Registered Representative license (Series 7) to focus solely on fiduciary, fee-based financial advice. In December 2019, after years of pre-requisite coursework, Adam passed the CFP Board exam to become a CFP® professional. Finally, in July 2020, he earned the Certified Plan Fiduciary Advisor designation.

Today, Adam offers clients a comprehensive, fee-based financial planning experience through his company, Integrated Financial Wellness, LLC. He is qualified to assist his clients in overall goals-based Financial Planning, Investment Management, Tax & Estate Planning, Life & Long-Term Care Insurance and company Qualified Retirement Plans.

Adam and his wife, Sarah Martin, live in the foothills of Colorado Springs, Colorado. Together, they enjoy much of what Colorado has to offer. They have a little dog, Charlie Wade, who puts a smile on everyone’s face and insists on two walks per day. They are also supporters of several non-profits and veteran organizations.

The designation CERTIFIED FINANCIAL PLANNER™ Professional is one of the most difficult and stringent processes in terms of financial advisors. It requires years of experience, successful completion of standardized exams, a demonstration of ethics and a formal education. The most important aspect is that Adam has a fiduciary duty, meaning he must make decisions with his client's best interests. To learn more, visit and to access Adam’s certificate visit HERE.

The designation CERTIFIED PLAN FIDUCIARY ADVISOR means Adam demonstrates knowledge, expertise and commitment to working with retirement plans such as 401(k), 403(b) and 457 plans. To learn more about the CPFA™, please visit CPFA™ INFO.

View CFP® Certificate

View CFP® Board Code of Ethics & Standards of Conduct

Advisory services offered through J.W. Cole Advisors, Inc. (JWCA). Integrated Financial Wellness, LLC and JWCA are unaffiliated entities.

Phone 719-257-4901
Fax 719-257-4903