What our clients are saying...
Kimberly Gerbers Brengle
Jim and Carrie Riffe
Adams Wealth Partners has been a game changer for our family! We have gone through multiple financial planners/advisors over the years, but this is the first time we have had a very personal experience in planning our financial future and actually realizing some of our goals. We are so impressed with their level of expertise, communication and attention to detail. This team is like no other we have ever worked with!
The statement is a testimonial from a current client as of 07/19/2023, and may no longer be applicable or a client. No compensation was paid in exchange for the testimonial, it was not solicited by the advisor, and client consents to use of this testimonial in the advisor’s advertisements. The testimonial is not representative of all client’s experience with the advisor, not based on performance, and not a guarantee of future performance or success. Investing involves risk and isn’t always profitable.
Karen Clarke
I called on David Adams many years ago to recruit him as a client, as it turns out I was so impressed with David and his staff, I became one of his! He and his staff are passionate about educating their clients and working alongside them with not only their investment strategies and goals, but important life decisions. I never hesitate to refer my friends and clients to Adams Wealth Partners; they always go above and beyond for clients and prospects.
The statement is a testimonial from a current client as of 07/24/2023, and may no longer be applicable or a client. No compensation was paid in exchange for the testimonial, it was not solicited by the advisor, and client consents to use of this testimonial in the advisor’s advertisements. The testimonial is not representative of all client’s experience with the advisor, not based on performance, and not a guarantee of future performance or success. Investing involves risk and isn’t always profitable.
Ward Stein
David Adams takes his role as a financial counselor and advisor very seriously as do the other members of the team. Their proactive approach cuts through the hype and bias found throughout the market and media. We quickly get down to the essential elements of risk, volatility, returns, timelines, needs, and expectations in order to make decisions and take appropriate actions to improve our chances of success. Having regular conversations with good input from top level analysts, I know where I stand and have the confidence that the plan we’ve put together will serve my needs and those of my family for a long time to come.
The statement is a testimonial from a current client as of 08/01/2023, and may no longer be applicable or a client. No compensation was paid in exchange for the testimonial, it was not solicited by the advisor, and client consents to use of this testimonial in the advisor’s advertisements. The testimonial is not representative of all client’s experience with the advisor, not based on performance, and not a guarantee of future performance or success. Investing involves risk and isn’t always profitable.
David & Beth Rader
We have been client of Adams Wealth Partners for over 15 years. During this time, we have progressed through the many phases of a fast paced and rewarding life – young kids, private education, starting and growing a business, growing financial investment portfolio, college funding, selling a business, selling and buying homes and retirement planning. David and his entire team have been more than just a financial advisory practice. Adams Wealth Partners has been instrumental in the development and execution of our global financial and life plan. In our total list of “life helpers and supporters”, David Adams, Myles Zueger and the whole team are quite honestly at the very top of our list. We are so very grateful.
The statement is a testimonial from a current client as of 07/19/2023, and may no longer be applicable or a client. No compensation was paid in exchange for the testimonial, it was not solicited by the advisor, and client consents to use of this testimonial in the advisor’s advertisements. The testimonial is not representative of all client’s experience with the advisor, not based on performance, and not a guarantee of future performance or success. Investing involves risk and isn’t always profitable.
The Kruegers
David Adams and his team have been serving us for almost 20 years! They helped us with the money for our kids’ college education, and soon our fourth child will be graduating from college! David’s service is so personal - he makes us feel like family. He has helped us to “retire while we work”.