We take pride in educating our clients on all things finance. Explore our insights, webinars, and video resources below.
Table of Contents Parting ways with your wealth manager is a significant decision that can help shape your financial future. As your needs evolve, you might find yourself questioning whether your current wealth management relationship
Table of Contents Money matters. Whether you’re planning for retirement, saving for a major purchase, or aiming to grow your wealth, the decisions you make today can significantly impact your financial well-being for years to
Table of Contents Financial planning is essential for managing personal and family finances. Columbia, Tennessee, residents can benefit from local financial advisors who offer guidance on various money matters. From retirement planning to investment management,
Table of Contents Money matters. Whether you’re planning for retirement, saving for your children’s education, or aiming to grow your wealth, every financial decision you make shapes your future. But let’s face it—managing your finances
Table of Contents In the heart of East Tennessee, Knoxville residents face unique financial challenges and opportunities. Whether you’re planning for retirement, managing investments, or navigating complex tax situations, a financial advisor can be your
Table of Contents Managing your money effectively can help you achieve your dreams and building your future. For Calrinda residents, the state’s distinct economic landscape shapes how we approach our finances. Financial advisors offer professional
Table of Contents Choosing the right financial advisor is one of the most important decisions you can make for your financial future. A knowledgeable, experienced, and trustworthy advisor can help you navigate the complexities of
Table of Contents Financial planning is important for building a strong financial foundation and helping to achieve your long-term goals. Whether you’re saving for retirement, managing investments, or navigating complex financial situations, working with a
Table of Contents Financial planning is an important part of helping to secure your financial future and achieving your life goals. Whether you’re saving for retirement, funding your child’s education, or managing your investments, having
© 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.
