Feeling overwhelmed, uncertain, and confused about your options?
We understand. Learn how our process brings clarity, confidence, and intention to your life.
Honesty. Transparency. Authenticity. Compassion.
Four words that we demonstrate in every client we’re privileged to serve.
Who We Serve
Our process aims to bridge the gap between confusion and clarity
Filling the best script possible for financial independence
Helping you refract your financial plan to 20/20
Learn About Our Processes
What’s My Risk Number?
Are you taking too much risk in your portfolio? Find out how your portfolio stacks up against your own Risk NumberTM.
Process Before Solution
Learn how our process will help you connect with what you care about most before implementing any type of solution.
The Science of Investing
Our investment philosophy is backed by empirical evidence, rooted in academia, and driven by some of the greatest minds in modern finance.
Adam Cmejla, CFP®, CMFC®
Adam Cmejla, CFP®, CMFC®
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 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 PLANNERTM Practitioner.
I live in Noblesville, IN with my wife Andrea and our daughter Brooklyn. Outside of work, I volunteer at several local non-profits and am co-founder of Carmel Runners Club. 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 the 2014 Boston Marathon and enjoy the challenge, discipline, and rewards of running marathons.
Operations & Support
I joined Adam in his practice in August of 2011 and quickly discovered that we aligned well together in our philosophy and approach in serving people. Having a diverse background that allowed me to travel and live in various parts of the world, I learned that no matter where I was and who I met, we all have a story with dreams and goals.
While I might be behind the scenes making sure “i’s” are dotted and “t’s” are crossed, I am privileged to be part of a team that helps people from all over accomplish their dreams and goals, and I am grateful for each one of their stories. I live happily in Bloomington, Indiana with my best friend and partner, Ron. We enjoy riding our Harley, being in nature and laughing as much as possible.
As the Practice Manager here at Integrated Planning & Wealth Management, LLC, I'm excited to serve in my role of providing our clients with a great client experience. It is always my intention to serve clients as if they were part of my own family and do anything that I can to make sure their needs and wishes are honored. I'm here to serve as it relates to various client account inquiries and scheduling requests.
My partner and I have lived in Noblesville, IN for 3 years and we have 3 wonderful children.
Securities offered through Cambridge Investment Research, Inc., a Broker/Dealer, Member FINRA/SIPC. Investment Advisor Representative, Cambridge Investment Research Advisors, Inc., a Registered Investment Advisor. Cambridge and Pivotal Financial Advisors LLC are not affiliated.
This communication is strictly intended for individuals residing in the states of AZ, CA, CO, FL, GA, IA, IL, IN, KY, MI, MN, MO, MS, NC, OH, PA, RI, TX, VA, WI. No offers may be made or accepted form any resident outside the specific states referenced.