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, founder and principal, David Adams Wealth Group
David Adams learned the value of a dollar when he started his first business, a yard-cutting service, at the age of 13. Since then, his life’s passion has been helping others grow and preserve their hard-earned dollars so that they can be better stewards for their families and, ultimately, themselves.
“Time is the most precious commodity, and in my opinion, the only true currency out there,” Adams said. “Being able to achieve financial stability allows us to be present and enjoy experiences that will be remembered far after we are gone.”
Adams noted that most of his clients are working through a major transition — selling a business, getting married, divorce, loss of a loved one — upon first meeting, and he and his team work to restore financial balance while side-stepping the emotional decisions that can further complicate things. Whether the client is a multiplatinum songwriter, small-business owner or corporate executive, Adams’ mission is the same: to cultivate financial peace.
“If someone ignores their financial health, stress often follows, which can rob them of their short time on this Earth,” he said. “Just like your physical health, financial fitness is another pillar that is so vital to a well-balanced life.”
Original article: https://www.bizjournals.com/nashville/news/2018/02/16/help-for-the-journey-david-adams.html
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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