DAVID W. ADAMS, CPA, CFP ®
DAVID W. ADAMS, CPA, CFP ®
Founder & Principal,
David Adams Wealth Group
Wealth Manager and radio show host David Adams is a CERTIFIED FINANCIAL PLANNER™ professional and CPA in Nashville, Tennessee. As President of David Adams Wealth Group, LLC, an Independent practice offering securities through Raymond James Financial Services, Inc., David is dedicated to helping his clients live well and retire, too. For nearly 20 years, David has been committed to the financial well-being of his clients, and now more than ever, David is dedicated to changing an industry he feels is broken. 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.
In 2016, David Adams launched his Retire While You Work™ radio show, a weekly show on Nashville Newsradio 1510 WLAC and iHeart Radio, and 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 changing retirement in America and offer additional resources to his listeners and readers. The book is available on Amazon.
David was recognized in 2016 as one of the top 40 under 40 independent financial advisors in the U.S by WealthManagement.com and REP magazine*. David also appeared on the cover of Investment News as “Advisor to the Stars” for the work he does with musicians and songwriters of Nashville. In addition in 2017, 2018, 2019, and 2020 David was named to the Forbes Best-In-State Wealth Advisors for the state of Tennessee.**
For 2020 and each of the eight years prior, David was recognized by Raymond James as part of the Chairman’s Council for the top 1-2% advisors in the country**. David was also written up in Music Row magazine for helping some of Nashville’s finest songwriters manage the financial ups and downs of the music industry. In addition, to all of his professional achievements, David was chosen by Nashville Lifestyles as one of their top 25 most beautiful people. HuffPost featured David’s philosophy, Retire While You Work™, along with the Tennessean, and inquired as to his “why” behind his passion in this progressive view on money versus time and experiences.
David serves as a frequent resource for many local, regional, and national news outlets such as the Nashville Business Journal, Investment News, and Money as their “go to” professional on all investment-related matters.
In addition to David’s professional accomplishments, David is equally committed to work in the Nashville community. David serves on the boards for Saving Case and Project Alive, a non-profit that benefits young boys with Hunter Syndrome, a rare genetic disease. Additionally, David serves 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 is also a wish grantor with Make-A-Wish of Middle Tennessee.
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 12th 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
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