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 EpisodesJoin 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 EpisodesWhat 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
Learn more about what and how you can get involved by clicking here.
For the last couple of years, David’s heart craved another non-profit cause that he could really get behind with passion, and dedicate not just his time, but his skills and wisdom learned. He kept coming back to the disturbing reality of sex trafficking in middle Tennessee. He shared this with his mentor George, and crazily enough, he was working as a consultant for the End Slavery of TN Board. George recommended David to the CEO, they interviewed him, and decided to bring him on in 2021 to their Board. He is so excited to make an impact on this community outside of financial planning, by participating in the fundraising board.
End Slavery Tennessee is a not-for-profit organization who provides specialized case management and comprehensive aftercare for human trafficking survivors and tactically addresses the problem through advocacy, prevention, and training of front-line professionals.
Learn more about what and how you can get involved here: https://www.endslaverytn.org/
A wish experience can be a game-changer for a child with a life-threatening medical condition. This one belief guides us in everything we do at Make-A-Wish®. It inspires us to grant wishes that change the lives of the kids we serve. It compels us to be creative in exceeding the expectations of every wish kid. It drives us to make our donated resources go as far as possible.
David and Nikki enjoy volunteering as Wish Granters. Wish granters meet the family, help the wish child determine the wish and act as a liaison between Make-A-Wish staff members and the family during the planning process.
“We grant the wishes of children with life-threatening medical conditions to enrich the human experience with hope, strength and joy.”
This organization has pulled on David’s heartstrings for over 10 years, and it has led him to serve on the board in several capacities since 2008. Saving Case & Friends, Inc. is a nonprofit research & advocacy foundation started in 2014 with a mission of finding and funding a cure for Hunter Syndrome. Hunter Syndrome, also called Mucopolysaccharidosis II, is a very rare genetic disease that affects approximately 2,000 boys worldwide and causes progressive loss of cognitive and physical abilities with an average life span of 12-15 years old. The organization was founded by Melissa & Chris Hogan after their son Case was diagnosed at the age of two with the condition and they had to watch him lose skills and watch his new-found friends lose the ability to talk, walk, and eat, and eventually pass away. Saving Case & Friends has worked tirelessly with academic, industry, and regulatory partnerships to streamline the research and regulatory processes in order to bring effective treatments to clinical stage and eventually to market. Its mission is to save this generation of boys. A cure is on the horizon.
Click to learn more about Project ALIVE
Our office has a deep passion in supporting the thriving music community here in Nashville, ranging from building financial plans for songwriters and artists, to donating money to non-profits that help keep this industry growing. The Country Music Hall of Fame® and Museum is operated by the non-profit, educational Country Music Foundation® (CMF). The mission of the Country Music Hall of Fame® and Museum is to identify and preserve the evolving history and traditions of country music and to educate its audiences. Functioning as a local history museum and as an international arts organization, the Country Music Hall of Fame® and Museum serves visiting and non-visiting audiences including fans, students, scholars, members of the music industry, and the general public-in the Nashville area, the nation, and world.
After attending one of their events and hearing testimonies from victims of sex trafficking, we had to get behind this organization. Experts estimate that at least 100,000 children each year are trafficked into the United States. That doesn’t even include the thousands of adults who are trafficked daily. Sex trafficking is modern day slavery, and Songs Against Slavery is a non profit that works to empower and inspire communities to join the fight against this terrible situation. We’ve partnered with this cause to raise awareness and funds through benefit concerts and partnering with local musicians. Learn more at www.songsagainstslavery.org.
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