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SageSpring Wealth Partners Receives Top Workplace and Leadership Awards by The Tennessean

FRANKLIN, Tenn., —SageSpring Wealth Partners, an independent wealth management company, is excited to announce its placement on The Tennessean’s 2023 list of Top Workplaces* for the fourth consecutive year. SageSpring was recognized for its commitment to enhancing employee satisfaction and fostering a positive workplace culture. The selection process involved survey responses from their employees, helping them to stand out among the top 90 companies on the list.

President of SageSpring Wealth Partners, Jeff Dobyns, is proud of his company’s commitment to its employees. “Ranking as a top workplace in Tennessee is an honor to us because our employees are the true heart and soul of SageSpring. We want every employee to feel valued and have opportunities to grow and excel—personally and professionally,” said Dobyns. 

In addition to earning a spot on the Tennessean’s 2023 list of Top Workplaces, SageSpring placed 15th in the small business category and Dobyns was awarded the Leadership Award** in this category. Receiving his award at the reception dinner, Jeff shared, “This is a true honor to be recognized alongside other leaders and organizations in this room. When I launched this company 20+ years ago, I never envisioned we would be where we are today. Thank you to our SageSpring leadership and team members for helping create our amazing culture. I can’t wait to see what the future holds.”

He then emphasized the importance of serving clients and investing in the team. “We’ve seen firsthand that investing time into our team has motivated our employees to invest back into their clients’ financial well-being,” added Dobyns. “When employees feel valued and important, they perform better in their roles which ultimately leads to success for everyone,” says Dobyns. 

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. 

*Tennessean Top Workplaces Award (2023) 

More than 2,000 companies participated and 117 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. Employers 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. This ranking is based upon the period from 01/01/2022 to 12/31/2022, and was published 6/25/2023. 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. 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 is affiliated with Raymond James. 

**Tennessean Top Workplaces Leadership Award (2023)  

More than 2,000 companies participated and 117 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. Employers 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. Jeff Dobyns was recognized as the Leadership Award recipient based on the highest rated survey response for the following survey question: “I have confidence in the leader of my company”. This ranking is based upon the period from 01/01/2022 to 12/31/2022, and was published 6/25/2023. 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.

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615.861.6100
Jeffrey Dobyns
Jeffrey T. Dobyns

CFP®, CLU, CHFC

President, SageSpring | Financial Advisor, RJFS 
615-861-6102

Jeffrey T. Dobyns

President, SageSpring | Financial Advisor, RJFS

Jeff Dobyns is President and Founder of SageSpring Wealth Partners. Passionate about serving his clients, he strives to truly get to know them, understand their goals, and provide them with financial confidence before developing and executing ongoing, strategic financial plans. 

In order to meet the highest standards of professionalism and ethics in the industry, Jeff is a CERTIFIED FINANCIAL PLANNER™ professional, a Chartered Life Underwriter, a Chartered Financial Consultant, and a participant of the Dave Ramsey SmartVestor referral service program.

Jeff has held executive positions with financial planning firms for more than two decades. He served as VP of Investments of Lykins Financial Group CPAs before founding SageSpring in 2002. Jeff has been recognized for his unwavering commitment to his clients, and as a leader among Raymond James financial advisors, earning membership in Raymond James Chairman’s Council every year since 2008.

Jeff devotes considerable time and resources to a number of causes. He serves as Chairman of the Board of Men of Valor, a prison ministry and mentoring program. He is on the advisory board of The Signatry of Middle Tennessee, which works with families to increase their charitable giving to their favorite causes, as well as the advisory board for Halftime Institute of Nashville, an organization that coaches marketplace leaders to discern and engage in their life purpose. Jeff also serves on the board of Send Musicians to Prison, which shares hope, healing and restoration with the imprisoned through musicians & artists. He is a past board member of Porter’s Call, a Nashville charity that provides free counseling for musicians and their families, and the Martha O’Bryan Center, which empowers those in poverty to transform their lives through work, education, employment, and fellowship.

Jeff and his wife, Amy, are grateful to be raising their four children, Gracyn, Hunter, and twins Tanner and Logan at Christ Presbyterian Academy. Jeff enjoys being outdoors with his family- boating, hiking, skiing, hunting and fishing.

Ramsey Solution’s relationship and agreement is between SageSpring Wealth Partners only. Raymond James Financial Services, Inc. is not affiliated with the solicitor arrangement between Ramsey Solutions and SageSpring Wealth Partners.

Membership is based on prior fiscal year production. Re-qualification is required annually.  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. No fee is paid in exchange for this award/rating.

Certified Financial Planner Board of Standards, Inc. (CFP Board) owns the certification marks CFP®, CERTIFIED FINANCIAL PLANNER™, and CFP® (with plaque design) in the United States, which it authorizes use of by individuals who successfully complete CFP Board’s initial and ongoing certification requirements.