We take pride in educating our clients on all things finance. Explore our insights, webinars, and video resources below.
FRANKLIN, Tenn., April 22, 2024 – SageSpring Wealth Partners is thrilled to announce ten of its financial advisors have been recognized on the prestigious Forbes Best-in-State list for 2024. These advisors have showcased their exceptional
FRANKLIN, Tenn., November 28, 2023 – SageSpring Wealth Partners, a leading, independent wealth advisory firm, is pleased to announce the recognition of ten wealth advisors on the 2024 Raymond James’ Leaders Council. Additionally, Jeff Dobyns,
With all that’s going on in the world, it’s easy to forget that it’s tax time again. This year, the deadline for filing your tax forms and making any payments due is April 18, 2022
If you ever feel overwhelmed by the weight created by unmanageable or unexpected debt, you’re not alone. Here is the good news: there is a light at the end of the tunnel. The first step
Do you feel overwhelmed when it comes to learning about investing? If so, you’re not alone. Many people are intimidated by the learning curve and the idea of putting money and resources towards something they
Budgeting is one of the simplest yet most effective ways to achieve your financial goals. Unfortunately, it’s a discipline that can be difficult to maintain. According to a recent survey from Penny Hoarder, more than
At the beginning of the new year, you’ll likely receive many forms, account summaries, and charitable receipts to assist in tax preparation. With all these forms, it can be difficult to keep track of which
If you’re not currently working with a financial advisor, you may be missing out on valuable advice, insight, and a clearer understanding of your finances. That’s especially the case during times of transition and change
In the midst of shorter days and colder temperatures, there is one day everyone looks forward to. No, we’re not talking about the winter holidays. We’re talking about the day you receive your tax refund!
© 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.
