You invest in your future.

We Invest in You.

At SageSpring Wealth Partners, our priority is you. Our advisors craft financial plans designed for you and the life you desire to build, so you can have confidence for tomorrow and peace of mind for today.

You invest in your future.

We Invest in You.

 

At SageSpring, our priority is you. Our advisors craft financial plans unique to you and the life you desire to build, so you can have confidence for tomorrow and peace of mind for today.

Our priority is your wellbeing, not your paycheck.

As a comprehensive planning-based financial advisory firm, we take a holistic approach to financial advice and tailor our counsel to help you meet your personal goals and assist in building a life of wealth and long-lasting financial independence. Distinctly principled, we are committed and accountable to your values. We educate you along the way to building a life of wealth, so you can focus on what is important – personally, spiritually, and professionally.

Build a legacy for your tomorrow, while you enjoy today.

Whether you are nearing retirement or just beginning your career, SageSpring is here to serve you. Whatever your life stage, career status, income level, or investment portfolio, we are eager to offer guidance and direction as you prepare for a bright financial future–for yourself and the ones you love.

We craft financial plans that are designed
just for you.

Retirement Income Planning

Your golden years should be your best years. That’s why we carefully help you plan your retirement contributions based on your goals, then craft a strategy for making sustainable retirement withdrawals, as well as getting the most out of your social security, pension, and medicare benefits.

Tax-Integrated Planning

With the right strategy, your taxes can work in your favor. We offer CPA services such as tax return review and ongoing tax reporting, as well as Roth conversion and advice on the most effective charitable giving.

Financial Planning

A healthy plan is the anchor point for your financial life and can inform and simplify all other finance decisions. Our highly trained advisors are here to help guide your estate, trust, and beneficiary coordination, income and windfall investment plans, and optimal cash flow management.

Investment Planning

When it comes to building wealth, planning when, where, and how to invest wisely can make all the difference. Decades of experience enable us to help you select the right investments, manage your portfolio and assess investor risks, and allocate your assets to allow for maximum growth.

We’re grateful for the opportunity to serve you.

We at SageSpring strive to provide excellent and trustworthy service to our clients. We’re honored to be recognized for that success.

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top workplaces usa
Nashville Business Journal 25 Fastest-Growing Companies
CityWire Fastest Growing RIA TN
Financial Planning Best Workplaces in Money Management

Find an Advisor

Our advisors are hired for their character and integrity, and receive comprehensive mentorship and financial service training from our seasoned advisors. Though varied in their individual techniques, SageSpring advisors all share the same objective–to meet your personal goals by crafting a distinct financial plan made just for you.

SageSpring advisors are located across the country, so you can connect with us wherever you are.

Connect with Us

SageSpring is invested in more than just your finances. We are invested in you.
Connect with us today, and discover how our distinct, holistic approach to financial planning can guide you to long-lasting peace and prosperity.

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This form is not monitored for product or service solicitations. Please refrain from contacting us here for these purposes.

Top Workplaces USA: Nearly 40,000 companies were invited to participate and roughly 1,500 were recognized as one of the USA TODAY Top Workplaces for 2025. The publisher welcomed employees to nominate an organization through a survey partnered with Energage. To be eligible, employers must have at least 150 employees in the United States, Puerto Rico and Guam, and could be public, private, nonprofit, for profit, or governmental. Once employers were nominated, their employees were asked to answer questions that gave feedback about the companies they worked for. Information gathered included issues relating to workplace culture, including Alignment, Connection, Effectiveness, Engagement, Leadership, and the Basics, including pay, benefits, flexibility, training, and expectations. Employers were then ranked among groups of similar size to most accurately compare results, with those that scored high being recognized. This 2025 ranking is based upon surveys completed during the period from Dec. 1, 2023, to Oct. 25, 2024, and was published on  March 21, 2025. The ranking may not be representative of any one client’s experience, is not an endorsement, and is not indicative of an advisor’s future performance. This ranking is not based on the services/advice offered by our financial advisors. Neither SageSpring Wealth Partners nor any of its Financial Advisors pay a fee in exchange for this award/rating. Neither Energage nor Top Workplaces is affiliated with SageSpring Wealth Partners.

Nashville Business Journal’s Fastest-Growing Companies: This award recognizes the 25 fastest-growing private companies in Middle Tennessee. Nominations were collected from the public, and nominees shared employee counts, revenue numbers and more. NBJ then calculated one-year growth (2024-2025) and three-year growth (2022-2025) rates, and applied differing weights to those growth rates (with the heavier weight given to one-year growth). Companies were scored accordingly. This ranking is based on data from 2022-2025 and the list was published on June 3, 2025. This ranking is not based on the services/advice offered by our financial advisors. Neither SageSpring Wealth Partners nor any of its Financial Advisors pay a fee in exchange for this award/rating. The Nashville Business Journal is not affiliated with SageSpring Wealth Partners.

CityWire 50 Growers Across America: CityWire’s 50 Growers Across America list is based on data from FINTRX including RIAs’ year-over-year AUM growth, percentage of AUM growth and employee headcount growth, which are then combined into a single number CityWire calls the ‘growth factor.’ That number is used to rank the fastest-growing RIAs in each state. There is no submission process or subjective judgements from a panel. All SEC-registered RIAs were considered, and the top 3 RIAs in each state were awarded. This ranking was based upon data from 2023 and 2024, and was published on 8/7/2025. The ranking is based on historical data and may not be representative of any one client’s experience, is not an endorsement, and is not indicative of an advisor’s future performance. This ranking is not based on the services/advice offered by our financial advisors. Neither SageSpring Wealth Partners nor any of its Financial Advisors pay a fee in exchange for this award/rating. CityWire is not affiliated with SageSpring Wealth Partners.

Financial Planning Best Workplaces in Money Management: The Financial Planning’s Best Workplaces in Money Management program was based on 2025 survey data and was published on December 8, 2025. Neither SageSpring Wealth Partners nor any of its Financial Advisors pay a fee in exchange for this award/rating. Financial Planning is not affiliated with SageSpring Wealth Partners.