SageSpring Wealth Partners
SageSpring Wealth Partners is a private, SEC-registered investment adviser headquartered in Franklin, Tennessee, delivering planning-based financial advisory, retirement, tax, and estate services to individual U.S. investors through 50+ branded wealth teams.
- Company typePrivate
- Founded2002
- HeadquartersFranklin, United States
- Headcount101–250
- GTM typeB2C
- OfferingServices
What SageSpring Wealth Partners does
SageSpring Wealth Partners LLC is a privately held, SEC-registered investment adviser headquartered at 701 Cool Springs Boulevard, Suite 500, Franklin, Tennessee. Founded in 2002, the firm delivers comprehensive, planning-based financial advisory services to individual investors across the United States, organized through a nationwide network of 50+ branded wealth teams (including the Dobyns McMillin, Allen, Casey, and Kew teams). Its service suite spans retirement income planning, tax-integrated planning (including CPA services such as tax return review and Roth conversion strategy), financial planning covering estate, trust, and beneficiary coordination, and investment planning with portfolio management and asset allocation. The firm also operates SageSpring Private Wealth, a family-office offering tailored to high-net-worth households.
Revenue is generated on a fee-based, recurring model through advisory fees on assets under management and planning engagements; no proprietary technology platform is disclosed, and the technology stack is limited to standard custodian (Fidelity) and client reporting tools. Distribution is omnichannel and sales-led: a direct advisor network spanning the country, a website with contact/intake forms, segmented email newsletters, LinkedIn presence (notably President Jeffrey T. Dobyns), events, and a paid SmartVestor referral partnership with Ramsey Solutions that funnels geographic introductions to advisors in exchange for a flat monthly fee. The firm has assembled a formal C-suite including a Chief Growth Officer, Chief Compliance Officer, Chief Financial Officer, and Chief People Officer, and earned 2025 recognitions from USA TODAY/Energage Top Workplaces USA, Nashville Business Journal 25 Fastest-Growing Companies, CityWire 50 Growers Across America (TN), Financial Planning Best Workplaces in Money Management, Tennessean Top Workplaces, and AdvisorHub 1,000 Advisors to Watch.
SageSpring Wealth Partners firmographics
Firmographics- Name
- SageSpring Wealth Partners
- Legal name
- SageSpring Wealth Partners LLC
- Website
- https://swinvestmentgroup.com
- Company type
- Private
- Founded year
- 2002
- Operating status
- Operating
- Headcount range
- 101–250 employees
- Short description
- SageSpring Wealth Partners is a private, SEC-registered investment adviser headquartered in Franklin, Tennessee, delivering planning-based financial advisory, retirement, tax, and estate services to individual U.S. investors through 50+ branded wealth teams.
- Ownership category
- akta.pro rank
SageSpring Wealth Partners industry classification
Industry- Product category
- Wealth Management Services
- NAICS
- Portfolio Management and Investment Advice (523940), Trusts, Estates, and Agency Accounts (52592)
- SIC
- Investment Advice (6282)
- akta.pro primary industry
- Financial Planning–Led RIAs (FSAAACAB)
- akta.pro secondary industries
- Financial Planning & Goals-Based Advice (Mass Affluent) (FSAAAAAF), Registered Investment Advisor (RIA) Wealth Management (FSAEABAA), Family Offices & Philanthropic Advisors (Grantmaking) (BPAGAKAD), Philanthropic & Charitable Trust Services (FSAAANAI)
Keywords
Where SageSpring Wealth Partners is headquartered
LocationHeadquarters
- HQ city
- Franklin
- HQ country
- United States
- HQ region
- North America
Offices1 record
Markets served
SageSpring Wealth Partners business model
Business model- GTM type
- B2C
- Offering type
- Services
- Cost components
- Personnel, Marketing or Sales, Operations, Technology or R&D
Revenue model
- Financial Advisory Services: SageSpring Wealth Partners operates as an SEC registered investment adviser providing comprehensive financial planning and advisory services. As a fee-based advisory firm, revenue is generated through advisory fees, likely based on assets under management (AUM) or flat fees for financial planning services. The firm also offers CPA services including tax return review and ongoing tax reporting.
Go-to-market motion1 record
Distribution channels2 records
Marketing channels5 records
SageSpring Wealth Partners product offering
Product offeringCore offering
SageSpring Wealth Partners is an SEC registered investment adviser that delivers comprehensive, planning-based financial advisory services to individual clients across the United States. The firm offers retirement income planning, tax-integrated planning (including CPA services), holistic financial planning (estate, trust, beneficiary coordination, cash flow management), and investment planning through a nationwide network of over 50 wealth teams. A premium SageSpring Private Wealth family office service is also offered for high-net-worth clients.
Product overview
SageSpring Wealth Partners operates as a comprehensive planning-based financial advisory firm offering a unified suite of financial planning services. The core offerings include Retirement Income Planning, Tax-Integrated Planning, Financial Planning, and Investment Planning, all delivered through a network of named Wealth Teams located across the country. The firm also provides SageSpring Private Wealth (Family Office) services for high-net-worth clients seeking more comprehensive wealth management. The advisory teams include Atchison Wealth Team, Allen Wealth Team, Barnes Wealth Team, Biggs-Parker Wealth Team, Carpenter Wealth Team, Casey Wealth Team, Centofonti Wealth Team, Chase Keen Wealth Team, Conner Crocker Wealth Team, Cotignola Wealth Team, Daniel Trentham Wealth Team, Deering Wilcox Wealth Team, DeGraff Wealth Team, Dobyns McMillin Wealth Team, Eric J. Shapiro Wealth Team, Gainer Wealth Team, Gonzalez Wealth Team, Greene Wealth Team, Gully Wealth Team, Hall Wealth Team, Hart Wealth Team, Haumschilt Wealth Team, Jason Plunkett Wealth Team, Jason Poe Wealth Team, Jesse Scroggins Wealth Team, Johnson Wealth Team, Jones Wealth Team, Kew Wealth Team, LaBroad Wealth Team, Lange Wealth Team, Lindell Wealth Team, Marco Silva Wealth Team, M. Jones Wealth Team, Mueting Wealth Team, Nace Wealth Team, Nail Wealth Team, Nelsen Wealth Team, O'Connor Wealth Team, Peterman Snively Wealth Team, Purifoy Wealth Team, Ridley Wealth Team, Rob Hamer Wealth Team, Ryan Hensley Wealth Team, Ryan Terry Wealth Team, Sircy-Hurd Wealth Team, Swatzell Wealth Team, Tayes Wealth Team, Taylor Keen Wealth Team, Travis Cullman Wealth Team, Tunstall Gild Wealth Team, Wedell Wealth Team, Whaling Wealth Team, Will Bratton Wealth Team, and Will Scroggins Wealth Team.
Differentiator
Problem solved
Functional benefit
Products and services
- Retirement Income Planning
- Tax-Integrated Planning
- Financial Planning
- Investment Planning
- SageSpring Private Wealth (Family Office)
Companies that use SageSpring Wealth Partners
Customer profileSegments1 record
Ideal customer profiles2 records
SageSpring Wealth Partners technology and API
TechnologyTechnology focussed No
API detail
- Has API
- No
- API docs
- API detail
Core technology
AI maturity
App detail
SageSpring Wealth Partners partnerships and signals
Strategic signalPartnerships
One partnership is on record.
- Ramsey Solutions (SmartVestor)minorSmartVestor is an advertising and referral service for investing professionals operated by The Lampo Group LLC d/b/a Ramsey Solutions. Under the arrangement, SageSpring advisors pay Ramsey Solutions a flat monthly fee to be listed as SmartVestor Pros, advertise services through the SmartVestor website, and receive client referrals in the form of introductions to interested consumers within the advisor's geographic region. Neither SageSpring nor Ramsey Solutions are otherwise affiliated.
Scale indicators1 record
Recent moves6 records
Expansion highlights5 records
SageSpring Wealth Partners competitors and assessment
Company assessmentDirect peers
- Hightower Advisors: National RIA partnership platform serving HNW and ultra-HNW clients through advisor teams with planning, investment, and family-office capabilities; highly comparable franchise model.
- Carson Group: Comprehensive planning-led RIA with a partnership model of advisor teams across the U.S. Closely mirrors SageSpring's wealth-team franchise approach, financial planning core, and HNW family-office extension.
- Creative Planning: Large independent, fee-only RIA offering comprehensive financial planning, investment management, tax, and family-office services to individuals and HNW households — directly comparable in services, structure, and target client.
- Mariner Wealth Advisors: National independent wealth advisory firm providing financial planning, investment management, tax, and family-office services; comparable scale and service mix to SageSpring, including a dedicated family-office arm.
- Edelman Financial Engines: One of the largest independent RIAs in the U.S., combining financial planning with 401(k) advisory and wealth management to mass-affluent and HNW households — directly overlapping SageSpring's planning-first, individual-investor focus.
- Mercer Advisors: National RIA offering comprehensive financial planning, investment management, tax, estate, and family-office services — directly comparable to SageSpring's holistic planning-led offering.
- Savant Wealth Management: Independent, fee-only RIA providing comprehensive financial planning, investment management, and tax services to individuals and families; closely comparable service stack and target segment to SageSpring.
- Buckingham Strategic Wealth: Planning-led, fee-only RIA focused on evidence-based investing and comprehensive financial planning for mass-affluent and HNW clients — directly comparable philosophy and client base to SageSpring.
- Wealth Enhancement Group: Acquisitive independent RIA platform that has rapidly scaled through advisor team acquisitions, providing planning-led wealth management to individuals — closely comparable growth-by-addition model.
- Focus Financial Partners: Partnership of independent, fiduciary wealth management firms offering comprehensive planning and investment services; operates a similar advisor-team network structure with significant overlap in target clientele.
Market position
Strengths5 records
Weaknesses5 records
Competitive moat4 records
Key risks6 records
Key highlights7 records
Customer concentration
SageSpring Wealth Partners social profiles
Digital presenceSageSpring Wealth Partners financial estimates
Financial estimateRevenue estimate
Valuation estimate
SageSpring Wealth Partners leadership team
Management profileNumber of profiles
Profiles1 record
SageSpring Wealth Partners funding detail
Funding detailFunding overview
Funding rounds1 record
Investors
Funding detail is available on the Subscription and Enterprise plan.Contact sales →
SageSpring Wealth Partners M&A and investment
M&A and investmentM&A
Investments
M&A and investment is available on the Subscription and Enterprise plan.Contact sales →
Frequently asked questions about SageSpring Wealth Partners
What does SageSpring Wealth Partners do?
SageSpring Wealth Partners is an SEC registered investment adviser that delivers comprehensive, planning-based financial advisory services to individual clients across the United States. The firm offers retirement income planning, tax-integrated planning (including CPA services), holistic financial planning (estate, trust, beneficiary coordination, cash flow management), and investment planning through a nationwide network of over 50 wealth teams. A premium SageSpring Private Wealth family office service is also offered for high-net-worth clients.
Is SageSpring Wealth Partners a public or private company?
SageSpring Wealth Partners is a private company. It is classified as founder individual operated bootstrapped and is currently operating.
When was SageSpring Wealth Partners founded?
SageSpring Wealth Partners was founded in 2002. It employs 101 to 250 people.
Where is SageSpring Wealth Partners based?
SageSpring Wealth Partners is headquartered in Franklin, United States, in the North America region.
How does SageSpring Wealth Partners make money?
One revenue line is on record: financial Advisory Services.
Who are SageSpring Wealth Partners's main competitors?
Direct peers on record are Hightower Advisors, Carson Group, Creative Planning, Mariner Wealth Advisors, Edelman Financial Engines, Mercer Advisors, Savant Wealth Management, Buckingham Strategic Wealth, Wealth Enhancement Group and Focus Financial Partners.
Does SageSpring Wealth Partners have an API?
No public API is recorded for SageSpring Wealth Partners.
What industry is SageSpring Wealth Partners in?
SageSpring Wealth Partners's product category is Wealth Management Services. Its primary akta.pro industry code is FSAAACAB, Financial Planning–Led RIAs, with a secondary code of FSAAAAAF, Financial Planning & Goals-Based Advice (Mass Affluent). Its NAICS code is 523940 and its SIC code is 6282.