Who We Are
Our priority is your wellbeing.
From our humble beginnings in 2002 to today, we continuously take a holistic approach to financial advice. We get to know what matters to you so we can tailor our counsel to help you reach your personal goals, and our experienced money-management strategies will help you build a life of wealth and long-lasting financial independence.
What You Can Count On from Us
Uniquely principled, we are committed and accountable to our core values. They not only define who we are; they are ever-present in our work and vital to everything we do.
Always Put Our Clients’ Best Interests First
Be Honest
Teach Instead of Sell
Earn Trust, Don’t Expect It
Don’t Let Emotions Cloud Judgment
Make Time for Community
Develop Students and Leaders
Never Accept Shortcuts
Communicate with Clarity and Purpose
Coming together to serve you better.
Having partners that share in our values is a non-negotiable for us. Raymond James has been recognized for its community support and philanthropy, and working with Dave Ramsey helps hold us to high standards and a teachable heart.
Jeff Dobyns, CFP®, CLU, ChFC
President, SageSpring
Our Relationships
We’re local to our communities and privately held, but we’ve aligned our company with others to better serve you.
Raymond James
Raymond James Financial Services, Inc. is our broker-dealer, meaning they hold our clients’ assets and provide support to our firm with reporting, statements, trading platform, investment analysis, and other various financial planning technology and resources. Through Raymond James, we have the support of a large company, while also being able to offer the personalized and intimate service of a small firm. With the independence we are provided through Raymond James, we are able to make recommendations that are best for our clients with no vested interest in any product.
Community support and philanthropy are close to our hearts. In this regard, we share common values with our broker-dealer. Raymond James has been nationally recognized for its community support and corporate philanthropy, and has been ranked as one of the best companies in the country for customer service, as a top place to work, and as a national leader in support of the arts.
SmartVestor
Thanks to our track record of success and superior customer service, we’ve been a participant of Dave Ramsey’s SmartVestor referral service program for 17 years. Like Dave Ramsey, we believe in living more and worrying less. We’re focused on helping our clients live debt-free lives and financially independent futures. Our association with Dave Ramsey is not something we take lightly. It holds us to a higher standard. We’re always working to better serve our clients with the heart of a teacher by delivering exceptional service and being the best at what we do.
Because we work hard to match clients with advisors who can best assist them based on their specific situations, our relationship with Dave Ramsey continues to be successful. As the word has spread, we’ve continued to grow our team of advisors so we can provide a customized plan that follows the principles Dave Ramsey recommends. Our advisors have been approved as participants of Dave Ramsey’s SmartVestor program in each of their local areas.
We invest in you, so you can invest in what matters most.
At SageSpring, our priority is you. Our advisors craft financial plans unique to you and the life of wealth and purpose you desire to create, so you can enjoy your today and have peace of mind for your tomorrow.
Ready to discover how SageSpring can help you build a legacy of wealth and purpose? Connect with us today.
