Ramsey Solution’s relationship and agreement is between SageSpring Wealth Partners only. Jeff enjoys being outdoors with his family- boating, hiking, skiing, hunting and fishing. Jeff and his wife, Amy, are grateful to be raising their four children, Gracyn, Hunter, and twins Tanner and Logan at Christ Presbyterian Academy. 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 also serves on the board of Send Musicians to Prison, which shares hope, healing and restoration with the imprisoned through musicians & artists. 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. He serves as Chairman of the Board of Men of Valor, a prison ministry and mentoring program. Jeff devotes considerable time and resources to a number of causes. 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. He served as VP of Investments of Lykins Financial Group CPAs before founding SageSpring in 2002. Jeff has held executive positions with financial planning firms for more than two decades. 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. 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. Jeff Dobyns is President and Founder of SageSpring Wealth Partners. President, SageSpring | Financial Advisor, RJFS Contact your local Raymond James office for information and availability. Investors outside of the United States are subject to securities and tax regulations within their applicable jurisdictions that are not addressed on this site. Please note that not all of the investments and services mentioned are available in every state. Therefore, a response to a request for information may be delayed. Raymond James financial advisors may only conduct business with residents of the states and/or jurisdictions for which they are properly registered. owns the certification marks CFP®, CERTIFIED FINANCIAL PLANNER™, which it awards to individuals who successfully complete CFP Board’s initial and ongoing certification requirements. Representatives may not register to offer securities and advisory services in all states.Ĭertified Financial Planner Board of Standards Inc. SageSpring Wealth Partners or dba teams are not registered broker dealers and are independent of Raymond James Financial Services. Privacy Notice: Investment advisory services offered through SageSpring Wealth Partners., an independent registered investment adviser. Securities offered through Raymond James Financial Services, Inc., member FINRA / SIPC. Scan the QR code below with your smartphone to add Jason’s contact info! We analyze all the options to come up with an approach that fits your goals and needs, and help you effectively and efficiently save for retirement, pay fewer taxes, and transfer your wealth. Instead, we have access to mutual funds, stocks, bonds, certificates of deposits, money market accounts, Section 529 college savings plans, fifty private money management firms, and thousands of insurance products on the market. Since we’re an independent financial advisor, we’re not under any obligation to sell certain funds or products. We educate our clients so they fully understand the implications of each financial decision. Next, we build on that information, taking into account expenses, financial goals, and legacy building.Įvery piece of advice we give is carefully researched, so that you can feel confident in knowing that your finances are in good hands. First, we analyze a client’s financial history, looking at money held in investments, savings accounts, and retirement funds.
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