Adam Cmejla, CFP® Integrated Planning & Wealth Management, LLC

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About Adam Cmejla, CFP®

My passion for deep client relationships and my mission of empowering people to take control of their financial circumstances stems from my personal experiences growing up. As a 3rd generation business owner, I have experienced first-hand the implications of what it can mean to a family that does and, more importantly, does not take the proper steps to ensure financial independence.

In 2007, I started my own journey as a business owner into the financial services industry with a deep desire to give people confidence in their financial strategies and the clarity to help them make important financial decisions that will affect their family’s future. Clients have chosen to work with me because they are confident in knowing that they have a trusted advocate and advisor who genuinely cares about their success, goals, and progress in life.

I graduated with honors from the University of Wisconsin – Green Bay with a Bachelor of Science degree. Being a life-long learner and student of this profession, I have satisfied the rigorous educational, ethical, and experience requirements to be a CERTIFIED FINANCIAL PLANNER Practitioner.

I live in Westfield, IN with my wife Andrea (a practicing optometrist) and our daughters Brooklyn & Courtney. Outside of work, I enjoy anything involving general aviation and spending time with my family and friends. I serve on the board of stewardship and am an active member of Advent Lutheran Church in Zionsville, IN. An accomplished marathoner, I am a proud finisher of multiple Boston Marathons and enjoy the challenge, discipline, and rewards of running marathons.

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Recently Published

Why we’re sabbotaging our financial plan (by traditional definition)

April 13, 2019

Ask any CFP® Professional what one of the most important principles of financial planning and working towards financial independence is and they’ll probably tell you it’s a combination of two important variables: (a) start savings as soon as possible and (b) let your savings habits dictate your spending habits. Don’t get me wrong–I subscribe to […]

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Understanding Private Equity in Optometric Practice Sales with Michael Pote, CEO of The Growth Cooperative

April 1, 2019

This is part two of my conversation with Michael Pote of The Growth Cooperative. In this conversation we talk about the role that private equity has played in the transition and succession planning of optometry practices over the past couple of years. In this episode we discuss: What private equity is, how it works and […]

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So You Want to Sell Your Practice… with Michael Pote, CEO of The Growth Cooperative

March 25, 2019

We’ve been on a roll lately in having some of our past guests share more of their knowledge and today is no different. This episode is part one of a two-part conversation with Michael Pote. You may remember Michael from episode 8, where we talked about several areas of practice management and what his organization […]

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Ideal Clients

  • Business Owners
  • Entrepreneurs
  • Gen X
  • Optometrists

Ways Advisor Charges

  • Monthly Fee
  • Quarterly Fee
  • Assets Under Management

Fee Options

  • Monthly fee: $275+/mo
  • Quarterly fee: $825+/mo
  • AUM: 1.25%, decreasing as assets grow

SEC Records

 

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