Financial Advisors
Franklin, TN
Dobyns McMillin Wealth Team is an independent, fiduciary-registered investment advisor serving individuals, families, and business owners in Franklin and surrounding areas. The team specializes in comprehensive wealth management including investment strategy, tax-efficient planning, business succession and exit planning, estate planning, and multigenerational wealth transfer. With 48 CFPs and 6 CPAs across 9 offices managing $6.5B in assets, they take a purpose-driven approach combining technical expertise with life coaching to help clients align their financial plans with their personal values and long-term goals.
Ideal for: Successful business owners and executives, high-net-worth families, purpose-driven individuals seeking legacy planning, professionals managing complex wealth structures
Service area: Franklin, TN and surrounding Middle Tennessee areas
Fiduciary-Owned RIA: Advisor-owned, independent Registered Investment Advisor legally obligated to act as fiduciaries, ensuring conflict-free guidance with no commissions or hidden fees.
Business Succession Specialists: Deep expertise in helping business owners prepare for exits, succession planning, and legacy transfers through tax-efficient strategies and structured execution frameworks.
Comprehensive Team Approach: 48 CFPs and 6 CPAs collaborate with vetted professional networks to coordinate all aspects of financial planning—investments, taxes, estates, charitable giving—under one unified strategy.
Address: 801 Crescent Centre Dr Ste 600, Franklin, TN 37067
Phone: (615) 861-6102
Website: sagespring.com
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