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SageSpring Wealth Partners Receives 2024 Top Workplaces USA Award

Nation’s leading employer recognition program, based solely on employee feedback, awards SageSpring for excellence.

FRANKLIN, Tenn., April 3rd, 2024 – SageSpring Wealth Partners–a prominent wealth advisory firm–has been awarded Energage’s prestigious Top Workplaces USA Award for 2024. The firm was also honored as a Top Workplace in Energage’s 2023 list.

“Building and nurturing a thriving workplace culture is a collective effort, rooted in shared values and mutual respect,” stated Jeff Dobyns, President of SageSpring Wealth Partners. “Our team’s commitment to excellence and camaraderie fuels our success, and it’s incredibly rewarding to see our efforts recognized. We are committed to creating an environment where every individual feels valued and empowered to contribute their best.”

The Top Workplaces USA Award winners are chosen through employee nominations and survey feedback. Organizations are then analyzed through Energage to determine survey outcomes. Winners receive national recognition for their achievements. 

Applauded for its strong, healthy work culture, SageSpring has been recognized as a Top Workplace for the last four consecutive years. They seek employees who are passionate about the community and eager to help people achieve their life’s goals, and they offer comprehensive mentorship and financial service training to the right candidates. 

Chris Warner, SageSpring’s Chief People Officer, reflected on the importance of being consistently acknowledged as a Top Employer, solely based on team feedback. He emphasized, “This affirmation speaks volumes about the strength of our company culture; it’s not just empty words found in a mission statement.”

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.


Investment advisory services offered through SageSpring Wealth Partners, an independent registered investment adviser. SageSpring Wealth Partners is not a registered broker/dealer and is 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. 

Over 42,000 companies participated and roughly 1,500 were recognized as one of Top USA Workplaces. The publisher welcomed employees to nominate an organization through a survey partnered with Energage. To be eligible, employers must have at least 150 employees and could be public, private, nonprofit, for profit, 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. This ranking is based upon the period from 1/1/2023 to 12/31/2023, and was published in March 2024. The ranking may not be representative of any one client’s experience, is not an endorsement, and is not indicative of an advisor’s future performance. This ranking is not based on the services/advice offered by our financial advisors. Neither Raymond James nor any of its Financial Advisors or RIA firms pay a fee in exchange for this award/rating. Neither Energage nor Top Workplaces is 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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alor1348 jeff
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.