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
What if you could do what you're passionate about and achieve a work-life balance? What if you were relieved of the pressure to have some massive amount saved?
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Don’t take our word for it, here what some of our clients have to say.
“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 other day I was sitting at a table with 6 other women at a networking event. We were all asked, “What does money mean to you?” Unanimously around the table, we all said FEAR. I have had the honor to work with AWP for several years, and following a divorce, I can tell you the fear was real as a single working mother. The team at AWP is perfection, and they not only understand the importance of family, they help you manage your finances to allow more time with them. As a single working mother, this alone is priceless. Worth more than any investment, and AWP makes it happen. It’s been several years, and the fear is gone. They teach, help you understand, and walk you through the process with ease. They are like extended family, and they treat me like part of their’s.”
“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.”
“We have been clients 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.
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.
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”.
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
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 are being provided for information 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.
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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, and Spencer Provow
CPA holders at Adams Wealth Partners, LLC are: David Adams, Carson Odom, and Christine Kinsley
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.
The 2024 Forbes ranking of America’s Top Wealth Management Teams Best-In-State, developed by SHOOK Research, is based on an algorithm of qualitative criteria, mostly gained through telephone and in-person due diligence interviews, and quantitative data. This ranking is based upon the period from 3/31/2022 to 3/31/2023 and was released on 01/09/2024. Advisor teams that are considered must have one advisor with a minimum of seven years of experience, have been in existence as a team for at least one year, have at least 5 team members, and have been nominated by their firm. The algorithm weights factors like revenue trends, assets under management, compliance records, industry experience and those that encompass best practices in their practices and approach to working with clients. Portfolio performance is not a criteria due to varying client objectives and lack of audited data. Out of approximately 10,100 team nominations, 4,100 advisor teams received the award based on thresholds. This ranking is not indicative of an advisor's future performance, is not an endorsement, and may not be representative of individual clients' experience. Neither Raymond James nor any of its Financial Advisors or RIA firms pay a fee in exchange for this award/rating. Raymond James is not affiliated with Forbes or Shook Research, LLC. Please see https://www.forbes.com/lists/wealth-management-teams-best-in-state/ for more info.
Barron’s Top 1,200 Financial Advisors 2023, is based on the period from 09/30/2021 - 09/30/2022 and was released on 03/15/2023. 5630 nominations were received and 1,200 won. Neither Raymond James nor any of its advisors pay a fee in exchange for this award. More:https://www.raymondjames.com/award-disclosures/#2023-barrons-top-1200
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 affiliation and does not endorse the above-mentioned organizations.
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