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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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THE CURRENCY
OF TIME

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JOLENE AND THE
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2905 12th Ave South, #108
Nashville, TN 37204
Phone: (615) 435-3644
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Brentwood, TN Financial Planner

Brentwood, TN Financial Planner

Planning for your future can be a daunting task, but with our help it doesn’t have to be. Our dedicated staff of financial planners, advisors, and coaches in Brentwood, Tennessee can help steer you towards a plan with confidence and clarity. As a certified accountant, David can take a holistic view of your financial health and analyze all the factors both present and future, in order to get you to where you want to be for you and your family. We want to get to know you, and learn about your hopes, your dreams, and your concerns, and create a strategy to preserve what is most important to you. Being a CPA in Brentwood means helping people accomplish their goals.

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If you are looking for a compassionate and experienced CPA and accountant in Brentwood, TN, look no further than the David Adams Wealth Group. We are proud to serve a variety of clients, from professional musicians and small business entrepreneurs, to corporate executives and growing families. With our guidance, you can handle life’s big transitions with security and ease. Whether you are saving for retirement, sending your kids to college, selling a business, or taking on another major financial event, we are here to guide you every step of the way.

Our staff is committed to working with you and David, a certified accountant in Brentwood, TN, to reclaim your financial freedom, restore your faith and stability in your future, and renew your sense of hope and optimism for whatever lies ahead. When you are ready to take the first step towards your financial security, get in touch with us. We can’t wait to work with you.

LEARN MORE ABOUT OUR SERVICES

Services

  • Asset Allocation
  • Asset Management
  • Estate Planning & The Life Insurance Trust
  • Financial Planning
  • Mutual Funds
  • Retirement Planning
  • Stock Options
  • Stocks & The Stock Market
  • College Planning
  • Bonds
  • Safeguarding Your Identity
  • Your 401k Advisor
  • Insurance & Annuities
  • Tax Planning
Brentwood Financial Planner
Nashville Location:
2905 12th Ave South, #108
Nashville, TN 37204
Phone: (615) 435-3644
Murfreesboro Location:
1639 Medical Center Pkwy,
Floor 4,
Murfreesboro, TN 37129
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Murfreesboro Location:
1639 Medical Center Pkwy,
Floor 4,
Murfreesboro, TN 37129

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 to external content or websites, if provided, are for informational 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, 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.

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.

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.

The 2026 Nashville Business Journal Best Places to Work award is based on employee surveys evaluated by Quantum Workplace. To be considered, a company must have a minimum of 10 employees, be located in one of the following counties in TN: Cheatham, Davidson, Maury, Montgomery, Robertson, Rutherford, Sumner, Williamson, or Wilson, and pay a participation fee of $250. Of 100+ companies considered, 40 were recognized. The award is not representative of any one client's experience, is not an endorsement, and is not indicative of an advisor's past or future performance. Raymond James is not affiliated with Nashville Business Journal or Quantum Workplace.

Barron’s Top 1,500 Financial Advisors 2026, is based on the period from 09/30/2024 – 09/30/2025 and was released on 03/20/2026. 7,855 nominations were received and 1,500 won. Neither Raymond James nor any of its advisors pay a fee in exchange for this award. More: https://bit.ly/4smNviU.

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 affiliated and does not endorse the above-mentioned organizations.

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