SEARCH
615.861.6100

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.

FIND AN ADVISOR

Disclosure Information

© 2023 SageSpring Wealth Partners. Securities offered through Raymond James Financial Services, Inc., member FINRA / SIPC. Privacy Notice: Investment advisory services offered through SageSpring Wealth Partners., an independent registered investment adviser. SageSpring Wealth Partners or dba teams are not registered broker dealers and are independent of Raymond James Financial Services. Representatives may not register to offer securities and advisory services in all states.

Certified Financial Planner Board of Standards Inc. owns the certification marks CFP®, CERTIFIED FINANCIAL PLANNER™, which it awards to individuals who successfully complete CFP Board’s initial and ongoing certification requirements.

Raymond James financial advisors may only conduct business with residents of the states and/or jurisdictions for which they are properly registered. Therefore, a response to a request for information may be delayed. Please note that not all of the investments and services mentioned are available in every state. Investors outside of the United States are subject to securities and tax regulations within their applicable jurisdictions that are not addressed on this site. Contact your local Raymond James office for information and availability.

Read full Disclosure

 

© 2023 |  Associated with Raymond James  |  Client Summary

SEARCH
615.861.6100
Jeffrey Dobyns
Jeffrey T. Dobyns

CFP®, CLU, CHFC

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

Envelope Linkedin-in

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.