Adams Wealth Partners – Nashville Wealth Management
Nashville, TN
Large-scale wealth management firm founded in 2004 with $1.85B+ in assets under management
Quick Facts
Category: Financial Advisors
Address: 2905 12th Ave S Ste 108, Nashville, TN
Phone: (615) 435-3644
Website: https://davidadamswealthgroup.com
Service area / notable facts: Founded 2004; offices in Nashville and Murfreesboro; $1.85B+ AUM; 200+ years combined team experience; three-time Forbes Best-In-State Wealth Management Teams
Overview
Adams Wealth Partners (davidadamswealthgroup.com redirects to adamswealthpartners.com) is a large-scale wealth management firm founded in 2004, with offices in Nashville’s 12th Avenue South area and in Murfreesboro. The firm manages more than $1.85 billion in assets and has more than 200 years of combined team experience. Founder and President David Adams holds CPA and CFP® designations, and the team also includes 5 CFP®s, 3 CPAs, 1 CPWA®, 1 CFA®, 2 CDFA®s (Certified Divorce Financial Analysts), and 1 CEPA®-certified professional.
The firm’s proprietary philosophy is called “Retire While You Work®,” centered on treating time as “the real currency” and ensuring money facilitates life experiences and memories. Its service range covers holistic wealth management, college planning, divorce financial planning (with CDFA-certified advisors), small business owner services, entrepreneur/CEO advising, guidance tailored to musicians and content creators, and sudden wealth management — the latter two reflecting services specifically adapted to Nashville’s music-industry-centered economy.
The firm’s accolades include three consecutive years as a Forbes Best-In-State Wealth Management Team, a spot on Barron’s Top 1,500 Financial Advisors, and recognition as a Nashville Business Journal Best Places to Work. A book by a team member, “Jolene and the Three Buckets,” made the USA Today bestseller list. This level of certification depth and asset scale positions the firm as one of Middle Tennessee’s largest and most institutionalized wealth management practices.
Services
- Holistic wealth management
- College planning
- Divorce financial planning
- Small business owner financial services
- Entrepreneur / CEO advising
- Financial guidance for musicians and content creators
- Sudden wealth management
What Sets Adams Wealth Partners Apart
- $1.85B+ in assets under management
- 200+ years of combined team experience
- Deep certification bench: CFP®, CPA, CPWA®, CFA®, CDFA®, CEPA®
- Proprietary “Retire While You Work®” philosophy
- Specialized services for musicians and content creators
- Three-time Forbes Best-In-State Wealth Management Team recognition
Frequently Asked Questions
What is “Retire While You Work®”?
It’s the firm’s proprietary philosophy centered on treating time as the real currency and ensuring money facilitates life experiences.
Does Adams Wealth Partners work with musicians?
Yes. The firm offers guidance tailored specifically to musicians and content creators, reflecting Nashville’s music-industry economy.
Where are Adams Wealth Partners’ offices located?
The firm has offices in Nashville’s 12th Avenue South area and in Murfreesboro.
Location & Contact
- Address: 2905 12th Ave S Ste 108, Nashville, TN
- Phone: (615) 435-3644
- Website: https://davidadamswealthgroup.com
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