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Jeff Dobyns of SageSpring Wealth Partners Ranked #32 in AdvisorHub's 250 Advisors to Watch – Under $1 Billion Category

Jeff Dobyns of SageSpring Wealth Partners Ranked #32 in AdvisorHub’s 250 Advisors to Watch – Under $1 Billion Category

FRANKLIN, Tenn., July 17th, 2024– SageSpring Wealth Partners is thrilled to announce that Jeff Dobyns, President of SageSpring and head of the Dobyns McMillin Wealth Team, has been recognized by AdvisorHub as one of the 1,000 Advisors to Watch, specifically ranking #32 in the prestigious 250 Advisors to Watch – Under $1 Billion category.

AdvisorHub compiled a list of 1,000 advisors known for their sophisticated practices, significant growth, and dedication to professionalism. These 250 advisors have assembled efficient and productive teams that have achieved scale without compromising their level of service while maintaining healthy growth.1

Jeff Dobyns has been a cornerstone of SageSpring’s success, consistently demonstrating a commitment to client-centric service and high standards in the financial advisory industry. “Being recognized by AdvisorHub is a tremendous honor,” said Jeff Dobyns. “This achievement reflects our hard work and dedication in building a firm that truly values putting our clients first. I am grateful to our team.”

This achievement not only highlights Jeff’s individual accomplishments but also the strength and dedication of the entire Dobyns McMillin Wealth Team. Their collaborative approach and shared commitment to client success have been instrumental in achieving this recognition.

Drew McMillin, Jeff’s partner in leading the Dobyns McMillin Wealth Team, expressed his pride in Jeff’s recognition and emphasized the collaborative spirit that drives their success. “I am incredibly proud of Jeff and love working with him.” Drew continued, “He has set a remarkable example through his leadership and vision for the company. Our clients are truly the best, and their trust in us inspires us to strive for excellence every day. Working alongside Jeff has been a privilege, and I am excited about the future we are building together for our clients and our firm.”

SageSpring Wealth Partners continues to set the benchmark for financial advisory services, focusing on personalized financial solutions that align with clients’ unique needs and aspirations. With a focus on long-term growth and legacy building, SageSpring’s team of fiduciary advisors delivers expert guidance and exceptional service.

ABOUT SAGESPRING 

From its humble beginnings in 2002 to today, SageSpring has continuously taken a holistic approach to financial advice. By prioritizing clients’ well-being, 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 are designed to help clients build a life of wealth and long-lasting financial independence. 

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

The 2024 AdvisorHub 250 Advisors to Watch under $1b ranking is based on an algorithm of criteria, focused on three key areas: Quality of Practice, Year-Over-Year Growth, and Professionalism & Character. The rankings weigh the scores in Quality and Growth more heavily than other areas. Time period upon which the rating is based is from 12/31/2022 – 12/31/2023, and was released on 6/20/2024. Advisors considered have a minimum of seven years’ experience, a clean regulatory record with 2 or fewer complaints and no significant judgements, must have been with their current firm for at least two years and in good standing, and have at least $100 million in assets under management. Out of 1,816 total nominations received, 250 advisors received the award. This ranking is not based in any way on the individual’s abilities in regards to providing investment advice or management. This ranking is not indicative of advisor’s future performance, is not an endorsement, and may not be representative of individual clients’ experience. Neither Raymond James nor any of its Financial Advisors or RIA firms pay a fee in exchange for this award/rating. Raymond James is not affiliated with AdvisorHub.

Investment advisory services offered through SageSpring Wealth Partners, an independent registered investment adviser. SageSpring Wealth Partners and Dobyns McMillin Wealth Team are not registered dealers and are 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

Jessica Roberson

Corporate Marketing Manager, SageSpring

Branch Associate, RJFS

615.861.8876

801 Crescent Centre Drive, Suite 600

Franklin, TN 37067

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Jeffrey T. Dobyns

CFP®, CLU, CHFC

President, SageSpring 

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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.