Adams Wealth Partners

Adams Wealth Partners Adams Wealth Partners, LLC is not a registered broker/dealer and is independent of Raymond James Time to do the things you want with the people you love.

At Adams Wealth Partners, we specialize in wealth and retirement plans that provide you with the most important currency: TIME. 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

08/07/2026

Taxes are more than a seasonal task. They're an important part of your overall financial strategy.

In this week's Retire While You Work podcast, Carson, Jeri Anne, and Myles share insights on how year-round tax planning can help reduce stress, improve preparedness, and support your retirement goals.

🎧 Listen now:

07/30/2026

In the third part of Nick's series on Trump Accounts, he emphasizes the importance of diversifying with additional accounts like Roth IRAs and 529 plans. These options can serve as valuable tools in securing a brighter future for your children. By utilizing these strategies, you can enhance your financial planning and ensure a more secure future for your family.

Story time at TPAC Family Day! 📚✨David loved sharing Jolene and the Three Buckets with the community and bringing a litt...
07/28/2026

Story time at TPAC Family Day! 📚✨

David loved sharing Jolene and the Three Buckets with the community and bringing a little reading magic to the stage. 💙📖🎭 Thank you to Nikki B and Tennessee Performing Arts Center for having us!

Great conversations, thoughtful questions, and valuable perspectives at today's market update. Thanks to everyone who jo...
07/28/2026

Great conversations, thoughtful questions, and valuable perspectives at today's market update. Thanks to everyone who joined us and to Matt Orton, CFA for sharing his insights. We appreciate the opportunity to step back from the daily headlines, focus on what truly matters, and have meaningful discussions about the factors shaping today's markets. Looking forward to continuing these conversations in the months ahead!

07/28/2026

Building your retirement savings is an important part of financial planning, but understanding how your money is positioned matters just as much.

On the Retire While You Work® Podcast, the team discusses whether you can have too much in a 401(k) and the potential tax and planning considerations that come with a large retirement account.

By reviewing strategies such as tax planning, Roth conversions, and the creation of a balanced retirement income plan, investors can make informed decisions about their financial future.

Please join us in welcoming Michael Baron to Adams Wealth Partners as our Retirement Plan Specialist!Michael brings deca...
07/24/2026

Please join us in welcoming Michael Baron to Adams Wealth Partners as our Retirement Plan Specialist!

Michael brings decades of experience helping businesses design, implement, and optimize retirement plans. Throughout his career, he has partnered with employers, plan sponsors, and participants to navigate the complexities of retirement planning while delivering thoughtful, strategic guidance.

His depth of knowledge and industry experience make him an incredible resource for our team, our retirement plan clients, and the businesses we serve. As Adams Wealth Partners continues to expand our retirement plan services, we’re excited to have Michael’s expertise helping us deliver an even higher level of advice and support!

In this episode of the Retire While You Work® Podcast, we're answering your questions about financial planning, retireme...
07/24/2026

In this episode of the Retire While You Work® Podcast, we're answering your questions about financial planning, retirement planning, and preparing for the future.

We cover some of the biggest financial topics people are thinking about right now—from whether you can have too much saved in your retirement accounts to whether long-term care insurance is still worth considering.

Watch the full episode here: https://youtu.be/0l5_GndMjxs

07/23/2026

In this reel, Jeri Anne explains how lifestyle creep can quietly impact your finances and why being intentional with your spending is one of the best ways to build long-term financial confidence.

Small choices add up. The more aware you are of where your money is going, the more control you have over where it's taking you.

Retirement isn't the finish line for your portfolio. It's the beginning of a new phase that may require a different appr...
07/22/2026

Retirement isn't the finish line for your portfolio. It's the beginning of a new phase that may require a different approach to investing, managing risk, and generating income.

In our latest blog, we break down what happens to your portfolio when you retire, common investment considerations, and why having a thoughtful retirement strategy can help you stay on track for the years ahead.

Read the full article: https://adamswealthpartners.com/what-happens-to-your-portfolio-when-you-retire/

07/21/2026

Retirement can bring excitement about the future, but it can also come with uncertainty and questions about whether you are truly prepared. On the Retire While You Work® Podcast, the team discusses how focusing on the things you can control, from your financial plan and spending habits to your goals and preparation, can help reduce retirement anxiety. By taking intentional steps today, you can build confidence and create a clearer path toward the retirement you envision.

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Nashville, TN

Opening Hours

Monday 8am - 4:30pm
Tuesday 8am - 4:30pm
Wednesday 8am - 4:30pm
Thursday 8am - 4:30pm
Friday 8am - 4:30pm

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