Adam Bishop’s enthusiasm for financial planning is rooted in his desire to preserve and enhance the manner in which his clients live. As a founder of Unified Wealth Management, Adam recognizes the importance of commitment to the job, and the long term relationships with his clients whom he regularly refers to as family. Money is not everything, but for over fifteen years, Adam has witnessed firsthand how the benefit of prudent financial advice manifests in almost every part of his clients’ lives.
Having experienced within his own family just how challenging it can be to plan for a family member with special needs, Adam is one of only a few financial planners in the country who has earned the designation of Chartered Special Needs Consultant™ to help other families navigate through the process. Whether it be asset protection and public benefits, or income and investment planning in retirement, Adam strives to deliver results based financial planning and sound meaningful advice for families with special needs, and retirees alike.
Adam is a CERTIFIED FINANCIL PLANNER™ (CFP®) professional, and a Chartered Special Needs Consultant™ (ChSNC™). Adam holds his Series 7, 63, and 65 securities registrations with LPL Financial, as well as life and health insurance licenses. Adam graduated from Colorado State University, and completed his pre (CFP®) financial planning course work through Boston University center for professional education.
When Adam is not working he can be found racing his mountain bike or climbing mountains in Arizona and across the country. Adam enjoys spending time with his family and supporting his family’s effort to enhance the lives of children and adults with special needs.
Favorite quote: “There is no normal life, there's just life, ya live it.” –Val Kilmer in Tombstone
At Unified Wealth Management we understand there’s more to managing wealth than managing investments. We are a boutique financial planning and wealth management firm that provides a level of expertise and client care not found with many financial advisors. What sets us apart? A dedicated team of experienced CERTIFIED FINANCIAL PLANNER™ (CFP®) professionals who work in a fiduciary role while delivering a truly comprehensive financial planning experience.
Tell us about your special needs issue and we will put you in touch with Adam Bishop CFP, ChSNC