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SageSpring Wealth Partners Announces Official Launch of New Brand and Website

FRANKLIN, Tenn., November 7, 2022 – – SageSpring–formerly Southwestern Investment Group (SWIG)–is excited to announce the official launch of their new organization and brand. After seeing tremendous growth for the past decade, SageSpring acquired the equity interests of SWIG in order to continue growing with their clients as independently-owned registered investment advisors. “Our new name and brand authentically represent who we are and how we plan to grow,” says Matt Atchison, Executive VP. SageSpring is headquartered in Franklin, Tenn. and has offices and advisors across the Nashville area as well as in Knoxville, Tenn.; Birmingham, Ala.; Omaha, Nebr.; Frisco, Tex.; San Antonio, Tex.; and Clarinda, Iowa.

SageSpring’s leadership spent months carefully planning their rebrand message in order to demonstrate their unwavering commitment to their unique values. Reiterating their clients’ wellbeing as their priority, SageSpring’s new name, logo, and website all reflect their desire to offer wise guidance and cultivate long-lasting relationships with clients. SageSpring seeks to uphold their dedication to helping clients build a life of prosperity, as their internal progress will allow them to be better stewards of clients’ time and energy. 

SageSpring’s new website is live as of today. Advisors enter this new chapter with a steadfast commitment to clients’ financial goals, and a pledge of transparency throughout the brand transition. “We are excited for the future,” says Director of Business Development Sarah Esposito, “and know we will continue to serve our clients well!”

About SageSpring 

From its humble beginnings in 2002 to today, SageSpring–formerly Southwestern Investment Group–has continuously taken a holistic approach to financial advice. By prioritizing clients’ wellbeing, SageSpring gets to know what matters to clients in order to tailor counsel, helping clients reach their financial goals. SageSpring’s comprehensive money-management strategies help clients build a life of wealth and long-lasting financial independence. 

For more information or to speak to an advisor, visit sagespring.com.

Investment advisory services offered through Southwestern Investment Advisory Services, Inc., an independent registered investment adviser. Southwestern Investment Group is not a registered broker dealer and is independent of Raymond James Financial Services. Securities offered through Raymond James Financial Services, Inc., member FINRA/SIPC. Representatives may not be registered to offer securities and advisory services in all states.

Media Contact

Sarah Esposito
Director of Business Development, SageSpring
Branch Associate, RJFS
615.861.6098

801 Crescent Centre Drive, Suite 600
Franklin, TN 37067

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© 2024 SageSpring Wealth Partners. Securities offered through Raymond James Financial Services, Inc., member FINRA / SIPC. 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.

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Jeffrey T. Dobyns

CFP®, CLU, CHFC

President, SageSpring | Financial Advisor, RJFS 
615-861-6102

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Jeffrey T. Dobyns

President, SageSpring | Financial Advisor, RJFS

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.