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Adams Wealth Partners
David Adams Financial Planning, located in Nashville, TN, specializes in holistic wealth management with a unique philosophy known as "Retire While You Work®." This firm employs a proprietary three-bucket approach to help clients manage their finances effectively and focus on creating meaningful experiences rather than just accumulating wealth. With over 100 years of collective experience among its team, David Adams Financial Planning is committed to supporting individuals through various life transitions, including families, musicians, entrepreneurs, and business owners. Their services encompass investment advisory, retirement planning, tax strategies, and comprehensive financial education tailored to each client's needs.
Established in 2004, David Adams Financial Planning has gained recognition for its innovative strategies and personalized service. The firm has successfully managed over $1 billion in assets while contributing significantly to charitable causes. Clients appreciate the firm's family-oriented approach and the emphasis on building lasting relationships throughout the financial planning process. Through their podcast and educational resources like "The Currency of Time" book, they strive to reshape how people perceive money's role in their lives, advocating for a balance between financial goals and personal fulfillment.