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, Spencer Provow, and Nick Wolf.
CPA holders at Adams Wealth Partners, LLC are: David Adams, Carson Odom, and Christine Kinsley
CFA holders at Adams Wealth Partners, LLC are: Anthony Breen.
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2026 Forbes America's Best-In-State Wealth Management Teams, developed by Shook Research, is based on the period from 3/31/2024 to 3/31/2025 and was released on 1/7/2026. Approximately 12,787 team nominations were received and 6,149 advisor teams won. Neither Raymond James nor any of its advisors pay a fee in exchange for this award. More: https://bit.ly/4rXUfUA. Please see https://bit.ly/40mwRVe for more info.
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