David Adams Financial Planning | Nashville Wealth Management
Mar 05
DavidAdamsWealthGrp
@DavidAdamsCFPMar 05
This morning David, Carson, and Myles attended the Elite Advisor Symposium at Richland Country Club, learning new ideas to enhance our client experience! #Retirewhileyouwork #planning #clientexperience https://t.co/qL27oPqeeG2 days ago
No one gets married thinking that it will end in a divorce. It's a challenging process, both emotionally and financially. Jeri Anne discusses how to make sure things are in order if it does come down to divorce. #planning #financialplanning #divorce https://t.co/lmhwVj3w9j3 days ago
How exactly do politics impact your investments?Although they are important to pay attention to, the market has performed well under the leadership of both parties. Regardless of party affiliation, this is important to remember and understand. https://t.co/TLbMJWIxMf7 days ago
We are excited to welcome Madison Slone to the team as our newest Relationship Manager! Please join us in welcoming Madison, we are excited to have her join us! https://t.co/5qyjr1UJBR1 week ago
To learn more about the "why" behind how we operate as a firm, grab a copy of David's book, "The Currency of Time"! The book gives a good lesson on how we plan with each and every client we work with. Check it out here! https://t.co/PlI0eOOrDS2 weeks ago
It is crunch time on making those last minute IRA contributions. Is it smarter to contribute to a Roth IRA or a Traditional IRA? Myles discusses that very topic in this blog post! #retirewhileyouwork #retirement #planning https://t.co/8lgiXpMfs32 weeks ago
Our office will be closed today, Monday, February 15th in honor of President's Day. We will be back in the office tomorrow. As always, if there is anything we can do for you, please let us know! https://t.co/jLHBqZJLa43 weeks ago
We want to wish everyone a very safe and happy Valentine's Day! https://t.co/kjjsjuHE4X3 weeks ago
Didn't have a chance to watch our latest webinar, "2021 - What Now? A Message from the Heart and Desk of David Adams?". Listen here as we have made the audio available on our podcast, Retire While You Work. #Retirewhileyouwork #planning https://t.co/VmII3avQ0H3 weeks ago
All of us at David Adams Wealth Group and Raymond James are proud to announce David's recognition again in 2021 as a Forbes Best-In-State Wealth Advisor!! To learn more about this great honor, follow this link: https://t.co/NbmIKwBiVv https://t.co/yzVvGAY67T3 weeks ago

We offer services in Nashville, Brentwood, Franklin, and surrounding areas.

Have a Question for David?
Click Here>>