Retire While You Work® Podcast
Join us as we discuss various topics to help you find the path to viewing money as a means to the true currency, TIME, and learn how to build more memories and experiences.
View All Episodes
Join us as we discuss various topics to help you find the path to viewing money as a means to the true currency, TIME, and learn how to build more memories and experiences.
View All Episodes
What if you could do what you're passionate about and achieve a work-life balance? What if you were relieved of the pressure to have some massive amount saved?
Learn More
David Adams is a CERTIFIED FINANCIAL PLANNER™ professional (CFP®), Certified Public Accountant (CPA), and Certified Exit Planning Advisor (CEPA®) in Nashville, Tennessee. As President of Adams Wealth Partners, LLC (an independent practice offering securities through Raymond James Financial Services, Inc.), David has been committed to the financial well-being of his clients for over 20 years. And now more than ever, David is dedicated to changing an industry he feels is broken and consisting of outdated advice, by utilizing his registered trademarked Retire While You Work® philosophy and unique 3 Bucket Strategy to managing wealth. His passion for the business centers around helping people restore vital balance and financial strength through life’s many transitions- selling a business, loss of a loved one, marriage, divorce, retirement, etc. David has expansive experience in assisting, coaching, and advising clients through major liquidity events, such as selling their business and musicians selling their catalogs. Additionally, his experience in complicated divorce mediations with prominent attorneys has been very fulfilling in helping families negotiate outside of court.
David Adams launched his Retire While You Work® radio show in 2016, a weekly show on Nashville News radio 1510 WLAC and iHeart Radio- currently transitioned to the Retire While You Work® Podcast (iTunes and Spotify)- offering financial advice and answering listener’s financial questions. David also launched his first book, “The Currency of Time” to share his philosophy of helping people focus on money as a means to create memories and experiences with those they love, doing the things they love. The book is available on Amazon (hardback and audio version) and topped the new release charts during its debut in 2019.
David has been named to the Forbes Best-In-State Wealth Advisors for the state of Tennessee for eight consecutive years 2017-2025. Perhaps his proudest accomplishment was seeing his entire team recognized by Forbes for the 2024-2025 Best-in-State Wealth Management Teams. Additionally, Barron’s recognized David as a Top 2023-2024 Top 1200 U.S. Financial Advisor. And, in 2025 and each of the 11 years prior, David was recognized by Raymond James as part of the Chairman’s Council for the top 1% advisors in the country.
Other Notable Accolades/Recognition:
David serves as a frequent resource for many local, regional, and national news outlets as their “go to” professional on all investment-related matters. Additionally, David is heavily involved and a member of Tiger 21, a global mastermind group of entrepreneurs, sharing real life experiences and emotions, family matters, generational wealth, and investment topics for high net worth individuals and families.
Outside of the office, David is equally committed to work in the Nashville community. David serves on the board and is the Chair of the Capital Campaign Committee for Ancora TN (formerly End Slavery TN), a non-profit that is one of the largest anti sex-trafficking advocates in the nation. Additionally, David is currently on the Executive Committee for the Nashville Walk to End Alzheimer’s organization, in which he and his team were the #1 fundraisers in 2022 and 2023. After losing his mother in 2023 to a 4-year fight to Alzheimer’s, he is passionate about helping others dealing with similar situations in their family and hoping to see a cure in the coming years for this cruel disease. David previously served on the board of the Onsite Foundation, an organization that provides scholarships for people who cannot afford therapy for addictions, emotional trauma, etc.- or just need guidance to live a centered and more balanced life. He was also a wish grantor for 2 years with Make-A-Wish of Middle Tennessee.
In his spare time, David is an avid world traveler, tennis and pickleball player, dog lover, wake surfer, and snow skier, and is always involved in several home remodeling and interior design projects. He has enjoyed building a beautiful friendship with his father and taking him on trips to build special memories, along with being Uncle David to his niece Bailey and nephew Banks and a dog dad to his yellow lab, Jolene.
Visit www.retirewhileyouwork.com to download David Adam’s e-book or listen to episodes of the Retire While You Work® radio show. To make an appointment with David or for more information on David’s office in the Historic 12 South neighborhood, visit www.davidadamswealthgroup.com.
*Top 40 Under 40 Independent Financial Advisors in the U.S. Advisors on the Top Next Gen IBD Advisors list are ranked exclusively by assets under management. REP. Magazine/WealthManagement.com solicited nominations from the top 35 IBDs by headcount. REP. Magazine and WealthManagement.com do not receive any compensation from financial advisors, participating firms and affiliates, or the media in exchange for rankings. Raymond James is not affiliated with WealthManagement.com or REP. Magazine. **Membership is based on prior fiscal year production. Re-qualification is required annually. These recognitions are not indicative of the advisor’s future performance, are not endorsements, and may not be representative of individual client’s experience.
**Advisors do not pay a fee for placement on Forbes Top Advisor rankings, which are independently determined by Shook Research. Forbes-ranked advisors, developed by SHOOK Research, is based on in-person and telephone due diligence meetings to evaluate each advisor qualitatively, a major component of a ranking algorithm that includes: client retention, industry experience, review of compliance records, firm nominations, and quantitative criteria, including assets under management and revenue generated for their firms. Investment performance is not a criterion because client objectives and risk tolerances vary, and advisors rarely have audited performance reports. Rankings are based on the opinions of SHOOK Research, LLC and not indicative of future performance or representative of any one client’s experience. For more information: www.SHOOKresearch.com
Links are being provided for information purposes only. Raymond James is not affiliated with and does not endorse, authorize or sponsor any of the listed websites or their respective sponsors. Raymond James is not responsible for the content of any website or the collection or use of information regarding any website’s users and/or members
Adams Wealth Partners, LLC is not a registered broker/dealer and is independent of Raymond James Financial Services. Investment advisory services offered through Raymond James Financial Services Advisors, Inc. Securities offered through Raymond James Financial Services, Inc., member FINRA/SIPC
Neither Raymond James Financial Services nor any Raymond James Financial Advisor renders advice on tax issues, these matters should be discussed with the appropriate professional.
Links are being provided for information purposes only. Raymond James is not affiliated with and does not endorse, authorize, or sponsor any of the listed websites or their respective sponsors. Raymond James is not responsible for the content of any website or the collection or use of information regarding any website's users and/or members.
The running stock ticker is not a recommendation to buy or sell stocks of the companies pictured.
Securities offered through Raymond James Financial Services, Inc., member FINRA/SIPC, marketed as Adams Wealth Partners. Investment advisory services offered through Raymond James Financial Services Advisors, Inc.Adams Wealth Partners is separately owned and operated and not independently registered as a broker-dealer or investment adviser.
Certified Financial Planner Board of Standards Inc. owns the certification marks CFP®, CERTIFIED FINANCIAL PLANNER™, CFP® (with plaque design) and CFP® (with flame design) in the U.S., which it awards to individuals who successfully complete CFP Board's initial and ongoing certification requirements. CFP® holders at Adams Wealth Partners, LLC are: David Adams, Myles Zueger, Carson Odom, and Spencer Provow
CPA holders at Adams Wealth Partners, LLC are: David Adams, Carson Odom, and Christine Kinsley
Please note that all archived content is for informational purposes only. Investment decisions should not be based on the content provided herein. For the most up-to- date statistical information and analysis, please contact your financial professional.
Raymond James financial advisors may only conduct business with residents of the states and/or jurisdictions for which they are properly registered. Therefore, a response to a request for information may be delayed. Please note that not all of the investments and services mentioned are available in every state. Investors outside of the United States are subject to securities and tax regulations within their applicable jurisdictions that are not addressed on this site. Contact your local Raymond James office for information and availability.
The 2024 Forbes ranking of America’s Top Wealth Management Teams Best-In-State, developed by SHOOK Research, is based on an algorithm of qualitative criteria, mostly gained through telephone and in-person due diligence interviews, and quantitative data. This ranking is based upon the period from 3/31/2022 to 3/31/2023 and was released on 01/09/2024. Advisor teams that are considered must have one advisor with a minimum of seven years of experience, have been in existence as a team for at least one year, have at least 5 team members, and have been nominated by their firm. The algorithm weights factors like revenue trends, assets under management, compliance records, industry experience and those that encompass best practices in their practices and approach to working with clients. Portfolio performance is not a criteria due to varying client objectives and lack of audited data. Out of approximately 10,100 team nominations, 4,100 advisor teams received the award based on thresholds. This ranking is not indicative of an advisor's future performance, is not an endorsement, and may not be representative of individual clients' experience. Neither Raymond James nor any of its Financial Advisors or RIA firms pay a fee in exchange for this award/rating. Raymond James is not affiliated with Forbes or Shook Research, LLC. Please see https://www.forbes.com/lists/wealth-management-teams-best-in-state/ for more info.
Barron’s Top 1,200 Financial Advisors 2023, is based on the period from 09/30/2021 - 09/30/2022 and was released on 03/15/2023. 5630 nominations were received and 1,200 won. Neither Raymond James nor any of its advisors pay a fee in exchange for this award. More:https://www.raymondjames.com/award-disclosures/#2023-barrons-top-1200
Please note that all archived content is for informational purposes only. Investment decisions should not be based on the content provided herein. For the most up-to- date statistical information and analysis, please contact your financial professional.
Raymond James is not affiliation and does not endorse the above-mentioned organizations.
Nashville Wealth Management & Financial Advisors | David Adams CPA, CFP® | Copyright © 2024 | Privacy Notice | Legal Disclosure
