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.
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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
This week, Adams Wealth Partners quietly crossed $1 billion in client assets.
It’s a number that I never thought I would write, let alone have the opportunity to celebrate personally, when I first started out. When I founded this company, the vision was never about hitting a benchmark like this. It was about doing the opposite of what our industry so often rewards: slowing down, listening deeply, and building a boutique practice where every relationship truly matters.
That’s why this milestone feels so meaningful. We didn’t get here by being part of a big bank. We didn’t get here by merging with other teams, or by being backed by private equity. And we certainly didn’t get here by trying to be a high-volume “shop.”
We got here by focusing on a small handful of new families a year. That’s it. Very intentionally, very carefully. We wanted to know every client by name, by story, by what keeps them up at night and what makes them feel most alive. We wanted to stay personal, high-touch, and deeply aligned with what matters most in people’s lives. We wanted to help people spend more time doing what they love with those that they love.
So while $1 billion is just a number, to me it represents something more: proof that you can build something significant without sacrificing intimacy or values.
To our clients, thank you for trusting us. To our team, thank you for your heart, your integrity, and your daily commitment to serving at the highest level. And to our community, thank you for believing in a firm that dares to be small on purpose.
We’re humbled, grateful, and more committed than ever to helping people live fully — financially and personally.
With gratitude,
David Adams
Founder & CEO
Adams Wealth Partners
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
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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
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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
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