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What We Do

Our services are not merely about your investments or your paycheck. At SageSpring Wealth Partners, 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.

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© 2024 SageSpring Wealth Partners. Brokerage services offered through Raymond James Financial Services, member FINRA/SIPC, for accounts custodied with Raymond James. Accounts may be custodied at either Raymond James or Fidelity. 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.

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alor1348 jeff
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.