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
David Adams is a CERTIFIED FINANCIAL PLANNER™ professional (CFP®), Certified Public Accountant (CPA), Certified Divorce Financial Analyst™ (CDFA™), and Certified Exit Planning Advisor (CEPA®) in Nashville, Tennessee. As Founder and CEO 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. Now more than ever, David is dedicated to changing an industry he feels is broken and outdated by utilizing his registered and trademarked Retire While You Work® philosophy and unique 3 Bucket Strategy to managing wealth.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, and more.
David has extensive experience assisting, coaching, and advising clients through major liquidity events such as selling their business or musicians selling their catalogs. Additionally, his work in complicated divorce mediations with prominent attorneys has been especially fulfilling in helping families negotiate outside of court.
David Adams launched his Retire While You Work® radio show in 2016, a weekly program on Nashville News Radio 1510 WLAC and iHeart Radio. It has since transitioned to the Retire While You Work® Podcast (iTunes and Spotify), offering financial advice and answering listeners’ financial questions. David also published his first book, The Currency of Time, to share his philosophy of using money as a means to create memories and experiences with the people you love. The book, available on Amazon in hardback and audio formats, topped the new release charts during its 2019 debut.
David has been named to the Forbes Best-In-State Wealth Advisors list 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 2023–2024 Top 1200 U.S. Financial Advisor. In 2025, and for each of the 11 years prior, David was recognized by Raymond James as part of the Chairman’s Council for the top 1% of advisors in the country.
Other Notable Accolades & Recognition:
Outside the office, David is equally committed to giving back to the Nashville community. He serves on the board and is Chair of the Capital Campaign Committee for Ancora TN (formerly End Slavery TN), one of the nation’s largest anti–sex-trafficking organizations. He also serves on the Executive Committee for the Nashville Walk to End Alzheimer’s, where he and his team were the #1 fundraisers in both 2022 and 2023. After losing his mother in 2023 to a four-year fight with Alzheimer’s, David is passionate about supporting families affected by the disease and hopes to see a cure in the coming years.
Previously, David served on the board of the Onsite Foundation, which provides scholarships for individuals seeking therapy for addiction, emotional trauma, and personal growth. He was also a wish granter for Make-A-Wish of Middle Tennessee for two years.
In his spare time, David is an avid world traveler, tennis and pickleball player, dog lover, wake surfer, and snow skier. He enjoys home remodeling and interior design projects, building a close friendship with his father through meaningful travel, being “Uncle David” to his niece Bailey and nephew Banks, and being a devoted 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
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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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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.
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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
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.
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