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Russ Kefauver is an Accredited Wealth Management Advisor (AWMA®) and Chartered Retirement Planning Counselor (CRPC®) with more than 20 years of financial planning experience. Based in Maryville, Tennessee, he works with families and professionals locally and across the country - who want thoughtful, planning-driven advice for the years approaching and in retirement.

Russ's approach is simple: help clients build a plan worth sticking to, and help them stick to it. Most of the value he brings isn't in predicting markets - no one can do that consistently - but in the quieter, more important work: helping clients avoid the costly mistakes that derail long-term plans, staying steady when markets get rough, keeping costs clear and predictable, and making sure each client's full financial picture stays aligned with the life they're working toward.

As a fiduciary, Russ is committed to putting his clients' interests first. That means straightforward advice built on long-term relationships rather than transactions. He believes successful investing has far more to do with behavior and discipline than with timing the market or chasing performance - and that the right plan, followed patiently, tends to win.

Russ is a member of the Flagship Harbor Advisors network and the Financial Planning Association. He also proudly supports the Foundation for Financial Planning, which brings free, professional financial advice to wounded veterans, domestic violence survivors, and others who need it most.

Whether you're approaching retirement, navigating a financial transition, or simply want a second opinion on whether you're on track, Russ would be glad to talk with you about whether his approach is a fit.

Kefauver Financial Planning & Wealth Management works with families and professionals who need thoughtful financial planning and investment guidance for life's important milestones - especially the years approaching and in retirement.

From more than two decades of financial planning, investing, and advice, we're convinced of three simple things:

Everyone has goals worth funding. You have meaningful, life-long aspirations - whether retirement or something else. Reaching them takes consistent action and a real plan. We help with both.

Funding starts by avoiding mistakes. Our most important work is helping you avoid the big mistake: over-reacting to life stress or market conditions in the moments that can quietly derail a long-term plan.

Smart planning gets you there. Thorough planning and steady, thoughtful advice give you the confidence to stay the course - and to actually enjoy the life you're building.

Our greatest value is creating a plan that supports your goals and empowers you to stay committed - through market fluctuations and the fears that come with them. If you'd rather have a plan than a prediction, let's talk.

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What if you didn't need to be ultra-wealthy for personal, top-to-bottom financial guidance and investment advice? Since 1986, we've helped millions of people get the ball rolling on their financial plans — with straightforward guidance built around their story and where they're headed next. Today, we're proud to be one of America's top independent investment advisory firms as ranked by Barron's (awarded September 2025, based on prior 12-month data through June 30), with nearly 1.25 million clients and more than $314 billion assets under management (as of March 31, 2026) — and prouder still of the trust clients place in us.

The Barron's Top 100 RIA Firms list, an annual ranking of independent advisory firms, is based on qualitative and quantitative criteria. Firms elect to participate but do not pay to be included in the ranking.

Growing up in the Lone Star State, Travis learned the meaning of hard work at an early age. Patching fence and feeding cows, Travis spent his childhood as a ranch hand helping his dad maintain 800 acres beneath the sweltering Texas sun. Cowboy boots and blue jeans were not only functionalthey were necessary protection from thorns, ticks, and every other challenge of nature that ranch work presented!

Travis began his financial planning career with SageSpring Wealth Partners. After marrying his college sweetheart, Travis saw an unfulfilled need in East Tennessee, so he started his own branch in Knoxville to serve the city and the surrounding communities.

Travis true calling is working directly with clients, helping them plan their financial futures in a manner that aligns with their values and ensures their families will be confident in their finances. To help meet these goals, Travis leads Cullman Wealth Team and incorporates the expertise of attorneys, accountants, and other professionals to provide exceptional service and advice.

In order to meet the highest standards of professionalism and ethics in the industry, Travis is a CERTIFIED FINANCIAL PLANNER" practitioner*. Travis enjoys working with fellow Dave Ramsey fans and supporting Financial Peace University coordinators.

Travis and his wife, Rebekah, live in Knoxville and are active members of Christ Covenant Church. They are enthusiastic fans of Dave Ramsey and the broader message of financial literacy and behavioral change pioneered by Ramsey Solutions. Travis work and personal life are both guided by his faith and the Christian principles of honesty, generosity, compassion, and integrity. Outside of work, Travis enjoys music, football, fishing, woodworking, and spending time with his wife and four young childrenBryan, Brynleigh, Tyler, and Zakai.

SageSpring Wealth Partners operates as a family. We build our relationships through trust. Over time, we come together to serve you in your pursuit of financial independence and a plan for the future.

We offer wealth management and advice for high net worth families and individuals. As a fully-virtual wealth management firm, we focus on being a strong match with families we serve, without regard to zip code. We seek to optimize tax efficiency and planning, organize estate planning, and mitigate portfolio overlap and expenses. We bring a partner mindset to all client engagement. We want to be a family's CFO that never forgets who is the CEO --- you!