AWP shares their 2025 ins and outs! From habits to goals, see what the team is leaving behind and what they’re embracing to make this year their best yet. #newyears #insandouts #2025goals
Adams Wealth Partners
Financial Services
Nashville, Tennessee 1,720 followers
Retire While You Work®
About us
At Adams Wealth Partners, we specialize in wealth and retirement plans that provideyou with the most important currency: time. Time to do the things you want with the people you love. Time not worrying about how you’re going to pay for retirement. Time enjoying life. Our professional team of wealth advisors is here to help make sure that planning for your financial future is time well spent. Securities offered through Raymond James Financial Services, Inc., Member FINRA/SIPC Adams Wealth Partners, LLC is not a registered broker/dealer and is independent of Raymond James Financial Services. Investment advisory services are offered through Raymond James Financial Services Advisors, Inc. 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. Please follow this link to additional disclosures: http://raymondjames.com/smicd.htm
- Website
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http://www.adamswealthpartners.com
External link for Adams Wealth Partners
- Industry
- Financial Services
- Company size
- 2-10 employees
- Headquarters
- Nashville, Tennessee
- Type
- Privately Held
- Founded
- 2004
- Specialties
- Financial Planning, Retirement Planning, Selling a Business, Divorce Planning, College Planning, Life Insurance, Long-Term Care Insurance, Disability Insurance, Investment Management, Portfolio Management, and Musician Catalog Sales
Locations
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Primary
Get directions
2905 12th Ave S
Suite 108
Nashville, Tennessee 37204, US
Employees at Adams Wealth Partners
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David W. Adams, CPA, CFP®, CEPA®
Wealth Manager | 🐶 lover | 🌎 Traveler ✈️ | RETIRE WHILE YOU WORK Radio Host🎙 & Podcast 🎧 |Speaker🎤 | Author 📖
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Jeri Anne Agee
Director of Operations at Adams Wealth Partners / Raymond James / Author, The Life and Times of Birdie Mae Hayes
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Taylor Worthington
Office Manager
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Myles Zueger, CFP®
Wealth Advisor | CFP® | Book Worm 📖 | Writer 📝| Traveler 🌏
Updates
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Join Jeri Anne to discuss Bucket Three and how increasing your 401(k) contributions can strengthen your retirement savings. Watch the full podcast here: https://lnkd.in/eiiHwn7k #401k #RetirementPlanning #FinancialTips
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Reflecting on an incredible 2024! From in-person events to podcasts, webinars, and beyond, Adams Wealth Partners continued to grow while spreading financial literacy and our Retire While You Work® philosophy. Here's a look back at our year! #endofyear #recap #retirewhileyouwork
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Myles explains how Bucket 2, the 'Retire While You Work®' bucket, helps you stay focused on reaching your next big financial goal. This bucket is designed to bridge the gap between your current needs and long-term retirement plans, keeping you on track every step of the way! Watch the full podcast here: https://lnkd.in/eiiHwn7k #3bucketstrategy #retirementplanning #financialplanning
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Following our last podcast release of 2024, here’s an infographic to help you master the 3-Bucket Strategy and take your financial planning to the next level. Keep it handy to reinforce your understanding and make smarter, more confident decisions in 2025! Watch the full podcast here: https://lnkd.in/eiiHwn7k #3bucketstrategy #retirementplanning #3buckets
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🚨 Let’s talk emergency savings! On the Retire While You Work® podcast, Carson explains Bucket One and why having 3-6 months of expenses saved is a must. Watch the full podcast here: https://lnkd.in/eBrVv4SU #EmergencyFund #RetireWhileYouWork #moneytips
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Help us celebrate Nick's special day—wishing him a very happy birthday! 🎉 #happybirthday #celebration
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At Adams Wealth Partners, we use the 3 Buckets strategy to help you organize and allocate your funds effectively. In this week’s Retire While You Work podcast, Carson, Myles, and Jeri Anne break down each bucket’s role in your financial plan and share real-life examples of how to put them to work for you. View the full podcast here: https://lnkd.in/eiiHwn7k #3bucketstrategy #3buckets #financialplanning
The 3 Bucket Strategy for your Financial Goals
https://www.youtube.com/
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Happy Holidays from Adams Wealth Partners! Here’s to another year of guiding your financial journey and planning for the future. #happyholidays #AWP #financialplanning
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Merry Christmas and Happy Holidays from Adams Wealth Partners! We wish you a joyful season filled with love, laughter, and cherished moments with family and friends. #Christmas #HolidaySeason
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