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SageSpring Wealth Partners Recognized Among Forbes/Shook Research Top RIA Firms for 2024

FRANKLIN, Tenn., Oct. 21, 2024 – SageSpring Wealth Partners is proud to announce its recognition on the prestigious Forbes/Shook Research list of Top RIA Firms for 2024, ranking #125 out of 250 firms.

This annual list highlights advisory firms that have demonstrated a strong commitment to stewarding client wealth and preserving it for the long term. Collectively, the firms on this list oversee more than $1.6 trillion in assets, underscoring the exceptional caliber of financial guidance provided by these organizations.1

“This recognition is a testament to our dedicated team and the trust our clients place in us,” said Jeff Dobyns, President of SageSpring Wealth Partners. “We are committed to ensuring that our clients’ values and aspirations are reflected in their financial strategies, enabling them to make a lasting impact on their families and communities.”

At SageSpring, the focus extends beyond just financial investments. The firm is passionate about building meaningful client relationships, educating clients on financial decisions, and empowering them to take control of their financial futures. By aligning clients’ personal values with their wealth management strategies, SageSpring helps ensure long-term stability and growth for future generations.

Mark Deering, Managing Partner at SageSpring Wealth Partners, emphasized the importance of trust and accountability in client relationships: “Trust is built over time through transparency, consistent communication, and delivering on our promises.”

SageSpring Wealth Partners continues to set the benchmark for financial advisory services by providing personalized financial solutions that align with clients’ unique needs and aspirations. With a focus on long-term growth and legacy building, SageSpring’s team of fiduciary advisors delivers expert guidance and exceptional service.

ABOUT SAGESPRING 

From its humble beginnings in 2002 to today, SageSpring 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.

The Forbes ranking of Best RIA Firms, developed by SHOOK Research, is based on an algorithm of qualitative criteria, mostly gained through telephone and in-person due diligence interviews, and quantitative data. Firms considered for participation have principals with a minimum of seven years of experience, and the algorithm weights factors including revenue trends, assets under management, compliance records, industry experience, the ability to demonstrate best practices in their approach to working with clients, and their commitment to diversity and philanthropy. Portfolio performance is not a criteria due to varying client objectives and lack of audited data. Research Summary (as of 10/08/2024) Out of approximately 46,212 nominations, 250 firms received the award. This ranking is based upon the period from 3/31/2023 to 3/31/2024 and was released on 10/08/2024. This ranking is not indicative of an advisor’s future performance, is not an endorsement, and may not be representative of individual clients’ experience. This ranking is not based on the services/advice offered by our financial advisors. Compensation provided for using the rating. Neither Raymond James nor any of its Financial Advisors or RIA firms pay a fee in exchange for this award/rating. Raymond James is not affiliated with Forbes or Shook Research, LLC.

Please visit https://www.forbes.com/lists/top-ria-firms/?sh=28a77f5d3cd5 for more info.

Securities offered through Raymond James Financial Services, Inc., member FINRA/SIPC. Investment advisory services are offered through SageSpring Wealth Partners. SageSpring Wealth Partners is not a registered broker/dealer and is independent of Raymond James Financial Services. 

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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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.

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Jeffrey T. Dobyns

CFP®, CLU, CHFC

President, SageSpring 

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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.