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Financial Planning Rooted in Trust, Built to Grow With You

SageGuard Financial Group is an independent financial advisory firm based in Goodlettsville, Tennessee. For more than 16 years, we’ve supported individuals, couples, families, and the next generation through life’s financial decisions.

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Our Mission

At SageGaurd Financial Group, we have made a commitment to providing excellence in everything we do for our clients. Our goal is to always exceed expectations by honoring you with a paramount degree of customer service. We serve you with years of experience and skill, which have provided us with a wealth of knowledge regarding the financial industry. When you choose our financial planning services, you benefit from obtaining comprehensive advice from a team of highly qualified professionals and individuals with an extensive background in addressing your particular financial needs.

As an independent financial planning firm, we represent our clients’ needs and interests solely rather than any specific company’s. While some financial institutions recommend investment products that are manufactured by the parent of the subsidiary business entities, we have no such ties. Our self-sufficiency is vital to delivering nonpartisan and unbiased recommendations. Our independence and objectivity allow us to provide our clients with the commitment they deserve.

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What Our Clients Say

"DJ faithfully took care of my mom and her accounts for years. When she passed, DJ, his amazing daughter, and Wendy made transition so seamless and have delivered exceptional performance with personal support since that time. We would recommend them to anyone."
— AL
"When we began searching for a new financial advisor, it was important for us to work with someone who would objectively review our funds and long-term goals. We wanted someone who was invested in us and willing to develop a trusting relationship. We seriously looked at SageGuard , DJ Johnson, because of his positive reputation and the comments we received from other existing clients. He is genuinely interested in focusing on the needs of his clients and building a strong long -term relationship with them. We felt all these things from our first meeting with him. We felt very secure about his honesty and integrity."
— DSM
"I’ve been using SageGuard Financial Group for over a year, and their commitment to their customers is impeccable. Their expert guidance streamlined my finances, saving me time and stress. I can’t recommend their services enough! The best part about my experience with SageGuard is that they always go above and beyond to make sure my needs were met. They were very responsive to any questions I had with my portfolio. I would recommend SageGuard to anyone looking for a reliable financial institution."
— KML
"Working with SageGuard has been one of the best decisions I've ever made. From day one, they have been professional, knowledgeable, and genuinely invested in helping me reach my professional goals. What sets SageGuard apart is not just their deep expertise in financial planning and investment strategy, but also how well they listen and tailor their advice to fit my unique situation. I feel comfortable in my financial future because of SageGuard!"
— EP

This testimonial reflects the personal opinion of a current client of SageGuard Financial Group. Past performance is not indicative of future results. The results experienced by this client may vary for other clients depending on their financial situation and investment strategy. SageGuard Financial Group does not guarantee any specific financial outcomes or results. The testimonial is provided voluntarily by the client and has been authorized for use.

Let’s Take the Next Step Together

Whether you’re looking for a second opinion or starting fresh, we’re here to help you think through what’s next and how to move forward with purpose.

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How We Work

At SageGuard, we believe meaningful guidance begins with understanding. That’s why we take the time to get to know you—your goals, your concerns, and your vision for the future. Whether you’re approaching retirement, supporting family, or navigating change, we focus on delivering strategies that reflect where you are and where you want to go.

Through ongoing communication, in-house portfolio management, and collaboration with trusted professionals, we’re here to support your financial planning decisions with care and clarity.

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We Start with a Conversation

We begin by learning what matters most to you, so we can provide direction that reflects your priorities and values.

We Build Around Your Life

Every recommendation is shaped by your timeline, financial needs, and level of comfort. We align your investments, tax strategy, and retirement income planning accordingly.

We Stay Connected

Your financial world isn’t static, and neither is our support. We check in regularly, review what’s working, and adjust as life evolves.

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