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Your trusted guide for a life of impact

We provide financial clarity and confidence so the individuals, families, and entrepreneurs we serve can focus on the aspects of life that mean the most to them.

Experience financial clarity, while fueling your purpose.

We are a team of service-minded individuals, driven by a passion to help ease the financial and administrative burdens of our clients.

Our advisors are part-time life coaches and part-time technical professionals, as true advice comes not only from the technical aspects of wealth management, but from the wisdom of how to live life well.

Who We Serve

Purpose-Driven Planning

You’ve worked hard to build a solid financial foundation, and now it’s time to ensure that foundation supports the life you want to live. Whether your goals include retiring with confidence, traveling more, spending meaningful time with family, or pursuing your passions, you want to make the most of your financial resources in a way that reflects what matters most to you.

We provide thoughtful strategies to help you align your financial plan with your personal goals. From optimizing income and managing risk to ensuring your estate and tax planning are in order, we walk alongside you so you can move forward with clarity and peace of mind. With access to a network of professionals and a team committed to simplifying complex decisions, we free you up to focus on living with purpose—whatever that looks like for you.

Business Owners & Executives

You’ve built a thriving business that demands your full attention, leaving little time to navigate the complexities of investments, taxes, and succession planning. You value expert guidance and want a trusted partner to manage the financial details—so you can stay focused on growing your business and leading with vision.

We specialize in helping business owners prepare for what's next. From tax-efficient investment strategies to succession planning and business exit strategies, we simplify decision-making and bring structure to complex transitions. Whether you're planning to pass your business to the next generation, prepare it for sale, or simply want clarity around your long-term personal financial goals, we help position your company for maximum value and your life for lasting success. With our support, you can move forward with confidence—knowing both your legacy and your next chapter are secure.

Because what you've built matters.

Your hard work has created a legacy. Help ensure your success is preserved by investing in a partner who invests in you. The Dobyns McMillin Wealth Team provides proactive wealth advice and is distinctly positioned to serve you and your family, not just today, but for generations to come. Through thoughtful family financial succession planning, we help ensure that if something happens to you, your loved ones have one trusted call to make. We’re here to provide clarity, continuity, and peace of mind when it matters most.

Why you can trust us.

Transparent Fees

Unlike many firms, we’re committed to transparent and direct fee structures, so you can know exactly what you're paying for - no hidden surprises or passthrough charges.

Conflict-Free Guidance

As an advisor-owned, independent Registered Investment Advisor (RIA), we operate as fiduciaries—legally and ethically obligated to put your interests first, not ours–so you receive objective, conflict-free advice tailored to you.

Proactive Service

Experience the peace of mind of holistic financial oversight. We'll proactively coordinate all aspects of your financial life, including other professionals, for a unified approach.

Trusted Network

We have a network of vetted professionals to address your needs and concerns, helping you avoid the risk of misalignment and delivering the expertise you deserve under one roof.

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Sophisticated Wealth Management
with White-Glove Service

Financial complexity shouldn’t mean financial confusion.
Our approach provides clarity, confidence, and a seamless strategy to manage your wealth with intention.

We don't leave you in the dark.

Every meeting provides a clear, extensive view of your financial landscape, ensuring you’re informed and empowered. With diligent monitoring, and proactive communication, we deliver timely insights and tailored recommendations—so you always know where you stand.

We handle the details, so you can focus on what matters.

Your financial situation requires a level of expertise beyond one-size-fits-all solutions. Our team helps accomplished individuals and families navigate complex wealth structures with precision and care. From investment strategy and tax efficiency to charitable planning, we take on the details so you can focus on what matters most.

We help build legacies—not just portfolios.

True wealth extends beyond numbers—it’s about security, impact, and the future you’re building. We serve as trusted partners, helping you navigate everything from business transitions to multigenerational planning. Whether guiding family wealth transfers or structuring a lasting legacy, we work to ensure your wealth aligns with your values and long-term vision.

We rely on time-tested strategies, with thoughtful execution.

From business exits to estate planning, we don’t just advise—we execute. Our time-tested frameworks and knowledgeable team helps to ensure that every phase of your financial journey is carefully managed. Whether you’re preparing for succession, optimizing investments, or structuring a tax-efficient estate plan, we apply a disciplined approach to safeguard and grow your wealth.

Get to know the people who will be investing in you. 

Seasoned expertise, delivered with care.

Figures as of 12/31/2024

172

Team Members Across 9 Offices

48

Certified Financial Planners

6

Certified Public Accountants

10

10 Forbes 2024 Best-in-State Wealth Advisors

2002

Putting Clients First Since 2002

$6.5B

Assets Under Management

$19.9M

Total Charitable Giving by Clients in 2023

1,200+

Years of Collective Financial Services Experience

See the impact we strive to make everyday.

It all starts with a conversation.

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Discovery call with an advisor

Begin your personalized financial planning

Partner with us & start achieving goals

If you’re ready to say goodbye to confusion and take a step towards financial clarity, complete the form below to receive your tailored financial plan or begin positioning your business for sale.

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Find us in Franklin, TN

Corporate Headquarters
801 Crescent Centre Dr., Suite 600
Franklin, TN 37067

Corporate Phone
615.861.6100

 

866.712.1657
travis bio
Travis Curatolo

Financial Associate

615.861.6134

Travis Curatolo

Financial Associate

Travis grew up in Upstate New York, where he learned the value of hard work and keeping things simple. After high school, he joined the U.S. military and served for nine years as an HVAC technician and instructor. His time in uniform shaped much of who he is, instilling discipline, attention to detail, and a deep commitment to serving others.

When his military service ended, Travis knew he wanted to continue helping people, just in a different way. He earned a degree in Finance from LeTourneau University in 2025 and soon joined SageSpring Wealth Partners as a financial associate.

Now, Travis works with individuals and families to make sense of their financial picture, whether that’s planning for retirement, investing wisely, or building a long-term strategy. He’s someone who listens first, asks thoughtful questions, and sticks with his clients for the long haul. For him, the real reward is seeing people gain clarity, confidence, and peace of mind about their future.

When he’s not working, you’ll usually find Travis outside hiking, backpacking, or playing a round of golf. He’s always up for a good challenge, whether it’s on the trail, the course, or in helping someone take the next step with their finances.

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Jeffrey T. Dobyns

CFP®, CLU, CHFC

President, SageSpring 

Jeffrey T. Dobyns

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.