At SageSpring Wealth Partners, 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.
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.
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.
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.
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.
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.
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.
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 at SageSpring strive to provide excellent and trustworthy service to our clients. We’re honored to be recognized for that success.
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 unique financial plan made just for you.
SageSpring advisors are located across the country, so you can connect with us wherever you are.
SageSpring is invested in more than just your finances. We are invested in you.
Connect with us today, and discover how our unique, holistic approach to financial planning can guide you to long-lasting peace and prosperity.
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© 2024 SageSpring Wealth Partners. Brokerage services offered through Raymond James Financial Services, member FINRA/SIPC, for accounts custodied with Raymond James. Accounts may be custodied at either Raymond James or Fidelity. Privacy Notice: Investment advisory services offered through SageSpring Wealth Partners., an independent registered investment adviser. SageSpring Wealth Partners or dba teams are not registered broker dealers and are independent of Raymond James Financial Services. Representatives may not register to offer securities and advisory services in all states.
Certified Financial Planner Board of Standards Inc. owns the certification marks CFP®, CERTIFIED FINANCIAL PLANNER™, which it awards to individuals who successfully complete CFP Board’s initial and ongoing certification requirements.
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.
President, SageSpring
Beyond crunching numbers and investment strategies, at SageSpring, we’re about building relationships. When you encounter Founder & President of SageSpring, Jeff Dobyns, it’s easy to understand why this is at the very heart of who we are as a firm. You won’t find stuffy formalities with Jeff; instead, you can expect to find him sharing a warm smile, communicating a compelling vision, or patiently untangling life’s complex challenges with clients. He believes in truly getting to know clients, understanding their aspirations and priorities, and navigating their financial plans with a tailored, comprehensive approach. Our team members have often been caught taking notes on Jeff’s effortless relationship skills from a distance, and we admire them for striving to learn from one of the best.
Jeff’s financial expertise and wisdom are the perfect match to his innate people skills. Jeff holds the prestigious CERTIFIED FINANCIAL PLANNERTM certification, Chartered Life Underwriter (CLU®), and Chartered Financial Consultant (ChLU®) designations, and has held executive positions with financial planning firms for more than two decades.
His dedication extends beyond the office to the boardroom and the local community, where Jeff is passionate about giving back. He serves as Chairman of the Board of Men of Valor, a prison ministry and mentoring program. Jeff also serves on the board of Send Musicians to Prison, which shares hope, healing and restoration with the imprisoned through musicians & artists. Jeff actively supports other initiatives in the community by sitting on the board of The Signatry of Middle Tennessee and the Halftime Institute of Nashville.
Witnessing his four children, Gracyn, Hunter, Tanner, and Logan, excel on the field is almost just as rewarding, if not more, than celebrating the victories of seeing his clients overcome obstacles and build wealth. Spending weekends boating on the lake, hiking mountain trails, and fishing with his family are the moments Jeff cherishes most. It’s this grounded perspective that reveals the true meaning of wealth for Jeff: not just numbers on a page, but the freedom to create experiences that enrich your life and the lives of those you love. When you choose the Dobyns McMillin Wealth Team, you choose more than financial expertise. You choose a partner who champions your dreams, celebrates your victories, and walks besides you on the path to achieving your unique goals.
**Certified Financial Planner Board of Standards Inc. owns the certification marks CFP®, CERTIFIED FINANCIAL PLANNER TM, CFP® (with plaque design) and CFP® (with flame design) in the U.S., which it awards to individuals who successfully complete CFP Board’s initial and ongoing certification requirements.
