John O'Connor
Outside of the office, you'll usually find me training for Hyrox competitions, playing volleyball or softball, or exploring Nashville's incredible food scene and checking out the latest restaurants downtown.
Our Team
Money can be complicated, but I believe financial advice shouldn't be. My goal is to help people simplify their financial lives and make confident decisions with their money. I'm a CFP® professional with seven years of experience helping high income earners navigate everything from investing and retirement planning to taxes and major life transitions. I enjoy taking complex financial situations and turning them into clear, actionable strategies. I take a relationship first approach to advising. I want clients to feel comfortable asking questions, understand why we're making certain decisions, and know they have someone in their corner who genuinely cares about their goals. At the end of the day, financial planning isn't just about numbers. It's about helping people use their wealth to live the life they want!
3002771529
SAGESPRING WEALTH PARTNERS
TN
5
Non-Profit Organizations, Businesses, Individual Investors
Risk Management, Money Management, Wealth Management, Retirement Planning, Portfolio Management, Financial Planning, Estate Planning & Trusts, Investment Advice & Management, Financial Advice & Consulting, Education Funding and Planning, Financial Planning for Individuals, Financial Planning for Businesses, Tax Advice and Services, 401K Rollovers
Life, Long Term Care, Health, Disability
Stocks, Bonds, Options & Futures, Mutual Funds, Insurance, Alternative Investments, Exchange Traded Funds (ETFs), Commodities
Yes
Your Office, Email, Phone, Our Office, Video Conference
Fee-Only
Based on Assets
WiserAdvisor provides referrals to financial professionals. WiserAdvisor is not a current client of advisor or advisory services. Financial professionals pay cash compensation for these referrals, which creates the incentive for WiserAdvisor to make these referrals, resulting in a conflict of interest.
