SageSpring Wealth Partners

10/01/2026

An exciting milestone for SageSpring!

We’re honored to be ranked #53 on Barron’s 2026 Top 100 RIA Firms list.

We’re incredibly grateful for the people behind this recognition, our team, our clients, and the communities we get to serve every day. Thank you for being part of the SageSpring story and for continuing to grow with us!



SageSpring Wealth Partners was ranked #53 on Barron’s 2026 Top 100 RIA Firms list, published September 11, 2026, based on information for the 12-month period ending June 30, 2026. Participation in the ranking is by invitation only and is based on quantitative and qualitative factors, including assets under management, revenue, growth, technology spending, client and staff size, succession planning, team characteristics, regulatory and compliance records, and other measures related to quality of practice. Barron’s verifies information submitted by participating firms and through regulatory databases before applying its proprietary ranking methodology. Barron’s selected 100 firms for the 2026 ranking; the total number of firms considered for the ranking was not publicly disclosed. The ranking is not indicative of SageSpring Wealth Partners’ past or future investment performance, is not representative of any individual client’s experience, and should not be construed as an endorsement of SageSpring Wealth Partners by any client. No fee was paid to Barron’s for consideration or inclusion in the ranking. SageSpring Wealth Partners is not affiliated with Barron’s or Dow Jones & Company

09/07/2026

SageSpring Wealth Partners will be closed Monday September 7th, in observance of Labor Day.

We hope everyone has a safe and meaningful holiday, and we’ll resume normal business hours the following business day.

09/04/2026

A busy few weeks in Nashville!

Jeff Dobyns represented SageSpring as moderator of the “Achieving Impact with Profit-Based Capital” panel at Keel Point’s FDI & Philanthropy: Catalyzing Transformative Impact event, featuring Michael Tremain, Wes Lyons, Westley Dupray, and keynote speaker Tim Tebow.

SageSpring was also proud to sponsor the Nashville Business Journal’s Fastest Growing Companies event on August 25 at the Omni Nashville Hotel.

We loved being part of two great events celebrating leadership, growth, and impact in our community!

08/24/2026

Big things are happening in Birmingham!

Our SageSpring Birmingham office is officially moving to a new location. We’re excited for this next chapter and look forward to continuing to serve our clients and community from our new space
New Address:
One Metroplex Drive, Suite 180
Birmingham, AL 35209

Same team, same commitment to our clients, just a new place to call home. We can’t wait to welcome you!

08/10/2026

Our Brentwood office has officially joined our Franklin office, and we’re so excited to have everyone together under one roof!

You can now find us at:

701 Cool Springs Boulevard, Suite 500
Franklin, TN 37067

We look forward to welcoming you to our Franklin office and continuing to serve you from our new shared home.

07/30/2026

Tennessee's Tax-Free Weekend is almost here!

Whether you're shopping for back-to-school essentials or replacing a computer, this is a great opportunity to save on qualifying purchases.

From July 31 through August 2, eligible clothing, school supplies, and computers will be exempt from Tennessee sales tax.

We hope you have a fun, successful shopping weekend and enjoy taking advantage of the savings!

07/15/2026

A new space, the same commitment to serving our clients.

We're proud to share a look inside SageSpring's new Franklin office. This space was thoughtfully designed to create an inviting environment where meaningful conversations and lasting relationships can continue to grow.

We look forward to welcoming clients, partners, and friends through our doors.

https://www.sagespring.com/welcome-to-sagesprings-new-franklin-office/

Welcome to SageSpring's New Franklin Office https://www.youtube.com/watch?v=GJ3AU19qQiQ Directions to Our New Franklin Office 701 Cool Springs Blvd, Ste 500, Franklin, TN 37067.

07/03/2026

Wishing you and your loved ones a safe, joyful, and memorable Fourth of July!

As you celebrate with family and friends, we hope you have the opportunity to relax, recharge, and enjoy the holiday weekend.

Please note that all SageSpring offices will be closed on Friday, July 3, in observance of Independence Day. We look forward to serving you when we reopen on Monday.

Happy Fourth of July!

06/25/2026

We’re excited to announce the addition of five new Partners at SageSpring!

Please join us in congratulating:
• Chase Keen
• Daniel Peterman
• Jason Plunkett
• Ryan Terry
• Jackson Wilcox

At SageSpring, equity partnership reflects more than performance alone. It represents leadership, stewardship, commitment to clients, investment in others, and belief in the long-term future of the firm.

As we continue growing, expanding ownership from within remains a core part of how we build SageSpring — developing leaders who help shape our culture, strengthen our teams, and serve clients exceptionally well.

Congratulations to this outstanding group on this well-earned milestone!

FRANKLIN, TN – SageSpring Wealth Partners is pleased to announce the addition of five new equity partners, reflecting the firm’s continued commitment to building ownership from within and aligning long-term leadership across the organization. The following individuals have become Partners at the...

06/18/2026

We're proud to share that several members of our team have been recognized by AdvisorHub in its 1,000 Advisors to Watch rankings.

Congratulations to:
Drew McMillin, CFP®, EA, AEP® — Under $1B
Cash Tunstall, CFP® — Under $1B
Matt Atchison — Next-Generation
Mark Deering, CFP® — RIAs to Watch
Michael Purifoy, CFP® — RIAs to Watch
Benjamin Biggs, CDFA® — RIAs to Watch
Manny Gonzalez, CFP® — RIAs to Watch

This recognition reflects the dedication, professionalism, and commitment these advisors bring to serving clients and helping them pursue their financial goals. We are grateful for the trust our clients place in us and proud to celebrate this achievement with our team!
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AdvisorHub determined the 2026 Advisors to Watch ranking, published in Mid-June 2026, based on nominations evaluating practice metrics and data submitted for the 2024 and 2025 calendar years. Nominees were evaluated across a vast pool of nationwide candidates on a 100-point scale measuring scale (relative size of assets, production, and quality of service), year-over-year practice growth, and professionalism (regulatory record, community involvement, and team makeup). To be considered, advisors were required to have a minimum of 7 years of industry experience, at least $150 million in assets under management (AUM), a clean regulatory record, and a minimum of 2 years of tenure in good standing at their current firm. Selected advisors were grouped into specific subcategories (such as RIAs, Solo Practitioners, and assets over or under $1 Billion) for comparison purposes. The ranking may not be representative of any one client’s experience, is not an endorsement, and is not related to the quality of investment advice or indicative of future performance. Neither SageSpring Wealth Partners nor any of its Financial Advisors paid a fee to AdvisorHub in exchange for application, inclusion, or use of this rating/award. AdvisorHub is not affiliated with SageSpring Wealth Partners