President, Founder, and Senior Wealth Advisor
Dave's main goal is to be a trusted behavioral investment counselor for his clients so that they will feel comfortable delegating the day-to-day management of their investable assets to him. He desires to help them embrace a goal-focused and plan-driven investment strategy exclusively designed for them. As an Investment Adviser Representative of Commonwealth Financial Network®, he wants to:
- Help determine an appropriate strategy for investing that helps each client achieve the things in life that he or she desires so that each can experience more true wealth
- Encourage clients to delegate the day-to-day management of their investments to him, so they can follow their passions and focus on what's important to them
- Track the progress they are making toward their financial goals and update them regularly
Dave and his wife were trained several years ago through Larry Burkett's Christian Financial Concepts (now Crown Financial Ministries) to be family budget and debt counselors. For many years, they did this as an avocation, never taking a dime for their services. Dave developed a heart for helping people get their "financial house" in order and decided to become a full-time investment advisor in 1994. He still has the same motivation today that drew him into financial consulting in the first place: "to help clients experience peace and purpose with their finances." He has expanded his planning process to include True Wealth planning. True Wealth planning builds upon the financial planning model, but it adds one additional critical step—helping you pair your assets with your life's purpose. This may sound like a high and mighty ideal, but this is the additional critical step that is so often missing in financial planning.
Dave has served as both an elder and deacon at his local church in Franklin. His other passions include golf and traveling. He also has some great stories to tell of his younger days as a professional musician, which he would be glad to share with you if you ask. He has performed as a drummer in 26 different countries. Dave lives in Franklin, Tennessee, and has been married to his high school sweetheart for more than 40 years. They have two great kids, a wonderful daughter-in-law, and two granddaughters.
Dave Adams is proud to have been recognized as a Summit Club advisor for 2019—a distinction based on annual production that places him among the top 19 percent of advisors affiliated with Commonwealth Financial Network.
Each year, Commonwealth, the Registered Investment Adviser–broker/dealer that helps us process investment transactions on your behalf, recognizes Summit Club advisors by inviting them to an exclusive gathering of their peers, leading industry experts, and Commonwealth home office staff. Summit Club advisors benefit from an intensive learning and networking experience designed to help them hone their expertise, share best practices, and provide ever-higher levels of service, education, and leadership to their clients.
Client Services Manager
Ashley is the friendly voice you'll usually hear when calling our office. She is responsible for handling the service side of our business. This includes entering client check requests, generating reports, providing copies of tax documents and statements, and preparing client paperwork. She is excited to be a part of the financial services industry and is an integral and trusted part of our team.
Ashley's passion is dance, and she enjoys teaching different styles of dance to all ages. She is determined to own a private dance school in the future.