We are a multi-service, white-glove financial planning and asset management team. For every client we work with, we strive to go above and beyond with the services we provide. On the asset management side, we hold different types of client accounts, i.e. brokerage accounts, IRA’s, etc. and help choose the investments inside those accounts. This goes hand in hand with financial planning. We manage these accounts by helping our clients connect to a bigger financial picture. We help answer important questions and point them towards our Retire While You Work™ philosophy.

We have clients of every type. Being here in Nashville we do seem to have a niche with artists, producers, and songwriters; however, we work a lot with individuals and families, executives, small business owners, athletes, and retirees.

We tend to mainly work from referrals and our only real “requirement” is that our clients are likeable, coachable, disciplined, and as committed to us as we are to them. Most of our clients fall in the $500,000 – $10,000,000 dollar range, but we certainly have clients outside of that range as well.

David, Spencer, Myles, and Carson are all CERTIFIED FINANCIAL PLANNER™ professionals. This is a widely respected credential in our industry, and we are proud to say a majority of our team has gone through the rigorous schooling and testing to hold this accreditation. Not only that, but David and Carson are also Certified Public Accountants (CPA). Both David and Carson spent time in the public accounting world before starting their careers in financial planning. This gives them an invaluable perspective on the tax side of investments and financial planning.

We feel that the level and breadth of service we provide is above our competitors. We go above and beyond to make our client’s experience more than that of just a standard financial advisor. We love what we do and cherish the deep relationships we have with clients. Our job is more than managing assets and studying the stock market. Our job is rooted in building relationships with the people we work with and helping them reach a multitude of goals over their lifetime. That could mean retiring early or simply spending more time with loved ones. We excel at what we do by helping people grasp the Retire While You Work™ mindset and cherish memories over dollars.

The first step in our process is to complete our confidential questionnaire. This helps to learn a little bit about you and your situations. We do not collect any sensitive information in this questionnaire. To complete the questionnaire, click here, or give us a call at (615) 435-3644 or email us at david adams wealth group @ raymondjames.com and we will be happy to send this to you.

The initial meeting is just for us to get to know you and you to get to know us. There’s no pressure and no cost. We’ll go through your questionnaire with you, ask questions, and see how we can serve you. We ask that for the initial meeting, you bring any sorts of financial statements and documents to help us be prepared and better understand your financial picture. Once our meeting is completed, we’ll do an email follow up with a direct proposal.

We utilize a fee-based cost structure with the majority of our clients where we bill on a percentage of the assets that we manage. Whether you work with us or another advisor we feel that this is the right way to do business. We feel that long-term this is the best way to build a solid relationship with our clients and create a win-win situation where we are both sitting on the same side of the table.