SageSpring Wealth Partners Welcomes Five New Equity Partners

FRANKLIN, Tenn.--(BUSINESS WIRE)--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 firm:

• Chase Keen, CFP^®, Senior Vice President
• Daniel Peterman, CFP^®, Senior Executive Vice President
• Jason Plunkett, CFP^®, Senior Vice President
• Ryan Terry, CFP^®, Senior Vice President
• Jackson Wilcox, CFP^®, CPA, Senior Vice President

At SageSpring, partners hold an ownership stake in the firm and play an active role in shaping its long-term direction, culture, and growth. New partners are selected through a rigorous evaluation process that considers leadership, business impact, alignment with the firm’s values, and dedication to serving clients well.

SageSpring’s ownership model is designed to align the interests of the firm, its advisors, and its clients by giving advisors ownership opportunity both within their practices and across the firm. By expanding equity participation, the firm reinforces its commitment to thoughtful growth and a client-first approach, free from proprietary products or outside distractions.

“Equity partnership at SageSpring is earned through consistent performance and meaningful leadership,” said Jeff Dobyns, Founder and President of SageSpring Wealth Partners. “These individuals have each played an important role in the growth and strength of SageSpring through the impact they’ve made across the firm and for the clients they serve. We’re proud to welcome them as fellow owners of the firm.”

Each of these new equity partners will continue serving clients while also contributing to the SageSpring’s strategic direction, advisor development, and continued growth as one of the nation’s leading independent registered investment advisor firms.

As SageSpring continues to grow nationally, expanding ownership from within remains central to the firm’s long-term vision. Since becoming advisor-owned in 2021, SageSpring has welcomed 9 new equity partners.

About SageSpring Wealth Partners

Founded in 2002, SageSpring Wealth Partners is an independent, fiduciary wealth management firm dedicated to helping clients steward their resources with purpose. The firm takes a holistic approach to financial planning, seeking to understand what matters most to each client and aligning strategies accordingly. Through long-term relationships, thoughtful planning, and disciplined execution, SageSpring helps clients pursue financial clarity, confidence, and lasting impact.