What We Do

Our services are not merely about your investments or your paycheck. At SageSpring, our priority is you. That’s why we focus on crafting a custom financial plan designed just for you, so you can focus on what’s important.

SageSpring is here to support you with comprehensive financial planning to help minimize surprises, reduce stress, and save you time and money.

Retirement Income Planning

Your golden years should be your best years. That’s why we carefully help you plan your retirement contributions based on your goals, then craft a strategy for making sustainable retirement withdrawals, as well as getting the most out of your social security, pension, and medicare benefits.

Investment Management

When it comes to building wealth, planning when, where, and how to invest wisely can make all the difference. Decades of experience enable us to help you select the right investments, manage your portfolio and assess investor risks, and allocate your assets to allow for maximum growth.

Charitable Giving

Being charitable is one of the many ways we can make a notable difference in our world. If you have causes or charities that are close to your heart, we can guide you in making a strategic impact with your giving, including any available tax benefits.

Estate Planning

We want to help you leave a legacy for your family. Our advisors offer careful guidance in asset positioning, helping to reduce your family's tax burden, trust implementation, and more.

Tax-Integrated Planning

With the right strategy, your taxes can work in your favor. We partner with CPAs and tax professionals to assist with tax return reviews, reporting, as well as Roth conversion and advice on the most effective charitable giving.

Tax-Efficient Investing

Getting the most out of your income is essential for maximizing your savings and investments. Our philosophy is to make your money work harder. Through tax-efficient practices, we ensure you’re designed to get quality returns when you file.

Insurance Planning

Building the life you want for yourself and the ones you love means making sure your insurance works for you. We will analyze your current various insurances and create a strategy to help ensure you are adequately covered in every situation.

Education Planning

Planning for your family’s future starts with a strong education. When it comes to your children’s college tuition, we are here to guide you towards efficient solutions that will help ensure their schooling is properly funded.

Get started with your individualized,
comprehensive financial plan.

Our local team of wealth advisors are focused and strategic in their skills, so you can get comprehensive financial strategies from experts. Simplifying your life so you can focus on what’s important starts right now, by connecting with one of our seasoned advisors.

Jeffrey Dobyns
Jeffrey T. Dobyns


President, SageSpring | Financial Advisor, RJFS 

Jeffrey T. Dobyns

President, SageSpring | Financial Advisor, RJFS

Jeff Dobyns has enjoyed extraordinary success providing comprehensive financial planning to retirees, entrepreneurs, entertainers, and executives by taking the time to truly know his clients, understand their goals and develop and execute their ongoing, strategic, financial plans.

Jeff earned his finance degree in business administration from Ohio University and has held executive positions with financial planning firms for more than two decades. After serving as Vice President of Investments of Lykins Financial Group, CPA’s, in his hometown of Westerville, Ohio, Jeff moved to Nashville, Tennessee to found SageSpring Wealth Partners in 2002. As its President, Jeff has led SageSpring to remarkable success, holding the distinction of being one of Raymond James’ top independent contractor offices, and a member of its Chairman’s Council*, every year since 2008.

Jeff’s true calling, however, is working directly with clients, helping them plan their financial futures in a manner that aligns with their values and helps provide them with financial confidence. To help meet these goals, Jeff leads the team of Dobyns Wealth Team and also incorporates the expertise of attorneys, accountants and other professionals to provide quality financial, tax and estate planning, and ongoing asset and risk management.

As independent advisory businesses, neither SageSpring Wealth Partners nor Dobyns Wealth Team hold any assets on behalf of clients, with such custodial and brokerage services being provided by Raymond James. As a leader in wealth management, Raymond James has an exemplary reputation and today serves more than $930 billion in client assets through 8,200 financial advisors worldwide (as of 9/30/2020).

In order to meet the highest standards of professionalism and ethics in the industry, Jeff is a CERTIFIED FINANCIAL PLANNERTM practitioner**, a Chartered Life Underwriter and a Chartered Financial Consultant. Jeff is also a participant of the Dave Ramsey SmartVestor program.

Jeff’s work and personal life are both guided by his faith and the Christian principles of honesty, generosity, compassion, and integrity. Accordingly, Jeff devotes considerable time and resources to a number of causes, including serving as a board member of Men of Valor, a prison ministry and mentoring program. He is also on the advisory board of The Signatry of Middle Tennessee, which works with families to increase their charitable giving to their favorite causes. Additionally, Jeff is on the advisory board for Halftime Institute, an organization that coaches marketplace leaders to discern and engage in their life purpose. Lastly, Jeff serves on the board of the Legacy Center of Nashville, a collaboration of independent coaching resources. 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 raising their family in Brentwood where they are members of the Brentwood Baptist Church, and their children, Gracyn, Hunter, and twins Tanner and Logan, attend the Christ Presbyterian Academy. For recreation, Jeff enjoys hunting, fishing and just being outdoors.

* Membership is based on prior fiscal year production. Re-qualification is required annually.

**Certified Financial Planner Board of Standards Inc. owns the certification marks CFP®, CERTIFIED FINANCIAL PLANNER, 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.

SmartVestor is an advertising and referral service for investing professionals (“SmartVestor Pros”) operated by The Lampo Group, LLC d/b/a Ramsey Solutions (“Ramsey Solutions”). Pursuant to an arrangement between Ramsey Solutions, SageSpring Wealth Partners and your advisor, your advisor pays Ramsey Solutions a flat monthly fee to: (a) be a SmartVestor Pro, (b) advertise services through the SmartVestor website, and (c) receive client referrals in the form of an initial introduction to interested consumers who are located in your advisor’s Pros geographic region. SageSpring Wealth Partners does not endorse and are not affiliated with Ramsey Solutions, except with respect to the arrangement described above, and neither Ramsey Solutions nor its agents are officers or employees of SageSpring Wealth Partners. Further, neither Ramsey Solutions nor its agents are authorized to provide investment advice or act in any way on behalf of SageSpring Wealth Partners, except in connection with providing your contact information to your advisor.

Ramsey Solutions’ 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.

Raymond James is not affiliated with any of the organizations mentioned above.