SageSpring Wealth Partners Celebrates Fifth Consecutive Year on The Tennessean’s Top Workplaces List

SageSpring Wealth Partners Celebrates Fifth Consecutive Year on The Tennessean’s Top Workplaces List

FRANKLIN, Tenn., June 13, 2024 SageSpring Wealth Partners, an independent wealth management company, is thrilled to announce its placement on The Tennessean’s 2024 list of Top Workplaces for the fifth consecutive year. SageSpring continues to be recognized for its dedication to employee satisfaction and fostering a positive and supportive workplace culture. The selection was based on feedback from employee surveys, distinguishing SageSpring among the top 90 companies on the list.

Jeff Dobyns, President of SageSpring Wealth Partners, expressed his delight in the company’s achievements. “Being acknowledged as a top workplace in Tennessee is a significant honor because it reflects our employees’ happiness and engagement. Our team members are the cornerstone of SageSpring. We strive to ensure every individual feels appreciated and has the opportunity to thrive both personally and professionally,” said Dobyns.

In addition, Dobyns also shared the critical role of investing in both clients and employees. “We’ve learned that prioritizing our team’s development inspires them to provide outstanding service to our clients,” said Dobyns. “When employees feel valued and significant, their performance excels, leading to collective success for our company and our clients.”

SageSpring Wealth Partners is not just a financial firm; it’s a family of advisors dedicated to an integrated approach to wealth management and driven by a purpose bigger than itself. The company’s core values, including honesty, integrity, and purpose serve as pillars guiding its commitment to both employees and clients. “We firmly believe that success is not just about financial gain but also about creating a meaningful impact in the lives of our team members and clients,” Dobyns affirmed. “Our culture of appreciation for both is ingrained in everything we do, and it’s this ethos that fuels our continued growth and success.” 

ABOUT SAGESPRING 

From its humble beginnings in 2002 to today, SageSpring–formerly Southwestern Investment Group–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.


More than 1,000 companies were invited to participate, 113 were recognized as one of the Tennessean Top Places to work. The Tennessean welcomed anyone to nominate an organization and partnered with Energage, who also reached out to companies. Any employer was eligible, as long as it had at least 35 employees in Middle Tennessee. Employees could be public, private, nonprofit or governmental. Once employers were nominated, employees were asked to fill out an online questionnaire that gave more information about the companies they worked for. Information gathered included issues relating to workplace culture, including Alignment, Connection, Effectiveness, Engagement, Leadership, and the Basics, including pay, benefits, flexibility, training, and expectations. Employers were then ranked among groups of similar size to most accurately compare results, with those that scored high being recognized. The ranking may not be representative of any one client’s experience, is not an endorsement, and is not indicative of advisor’s future performance. Neither Raymond James nor any of its Financial Advisors or RIA firms pay a fee in exchange for this award/rating. Neither Energage nor the Tennessean are affiliated with Raymond James.

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 

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.