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About
Mark Deering, CFP®, serves as Managing Partner and Senior Executive Vice President at SageSpring Wealth Partners, based in Franklin/Nashville, TN. In this leadership role, he oversees comprehensive wealth management strategies for business owners, high-net-worth families, and individual investors, delivering personalized financial advice and guiding the firm’s growth and client service standards.
Mark specializes in holistic financial planning, with expertise spanning investment management, retirement planning, tax strategies, risk management, estate planning, and concierge-level family office services tailored to complex multi-generational wealth. His client focus centers on entrepreneurs, family offices, and affluent individuals, advising on public and private market investments, asset allocation, and intergenerational wealth transfer.
With over two decades at SageSpring, including prior experience as a Sales Manager at Southwestern Advantage, Mark has been consistently recognized for his professional excellence, notably being named to the Forbes 2024 Best-in-State Wealth Advisors list. He earned his BA in Business Economics and Biblical Studies from Wheaton College, underscoring a blend of analytical acumen and ethical focus in his advisory approach.
Career History
| Organization | Role | Date Range | Details |
|---|---|---|---|
| SageSpring Wealth Partners | Managing Partner | Jan 2023 to Present | SageSpring Wealth Partners is registered as an investment adviser with the Securities and Exchange Commission (SEC). SageSpring Wealth Partners only transacts business in states where it is properly r... |
| SageSpring Wealth Partners | Senior Executive Vice President | Financial Advisor | Nov 2004 to Present | SageSpring Wealth Partners is registered as an investment adviser with the Securities and Exchange Commission (SEC). SageSpring Wealth Partners only transacts business in states where it is properly r... |
| Southwestern Advantage | Great American Inc. | Sales Manager | May 1998 to Sep 2004 | Southwestern Advantage, located in Nashville, Tennessee, has been in business since 1855, and helps students finance their college expenses by selling books. The Southwestern Advantage Summer Program ... |
Education
Wheaton College
BA, Business Economics, Biblical Studies
1997 — 2001
Skills & Expertise
Others at Sagespring Wealth Partners, LLC (1)
| Name | Role | Location |
|---|---|---|
| Associate | Birmingham, AL , United States |
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