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
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 theirs.”
“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, 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.
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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