Doty Yates
CPA, CFP®
Eaglestrong Financial
Owner / Financial Advisor
Doty Yates
CPA, CFP®
Eaglestrong Financial
Owner / Financial Advisor
As a female fee-only financial planner, my focus is to offer unbiased financial advice to help women and couples achieve their passions and dreams. - Doty Yates, CPA, CFP®
Fee-Only financial planner located in Memphis, TN, serving clients locally and across the country
Doty Yates is a Memphis, TN fee-only financial advisor serving clients locally and across the country. Eaglestrong Financial provides comprehensive financial planning, investment management, and tax planning to help dental practice owners, business owners, individuals and families organize, grow and protect their assets through life’s transitions. As a fee-only, fiduciary, and independent financial advisor, Doty Yates is never paid a commission of any kind, and has a legal obligation to provide unbiased and trustworthy financial advice.
Doty Yates considers it a privilege to help her clients with their finances since it is so deeply personal. She combines her technical knowledge with her creative side to bring a unique perspective to client meetings. She listens to the underlying emotions about money while talking with individuals and couples.
Doty is a CERTIFIED FINANCIAL PLANNER™ professional focused on helping dentists and business owners. Even though she didn’t follow her grandfather and father into a dental career, she is now using her background as a CPA to help dental practice owners with their personal and practice finances. Doty also advises other like-minded business owners, individuals and families with retirement plans and tax planning.
Doty enjoys spending time with her husband and their three girls, being an active member at Harvest Church, and walking their energetic golden retriever.
Eaglestrong Financial, LLC is a fee-only, fiduciary financial planning firm in Memphis, TN.
Tripp Yates, CPA/PFS, CFP®
Doty Yates, CPA, CFP®
With a focus on both immediate and long-term impact, Tripp and Doty have a passion for helping clients identify and execute successful financial planning strategies. They strive to help you:
They help bring order to your financial life.
They recommend where to put your retirement savings for tax savings and efficiency.
Their investment philosophy is simple:
- Diversify through asset allocation
- Utilize low-cost investments
- Prioritize tax efficiency
Their mission is to build long-term relationships of trust with their clients.
Fee-Only, Fiduciary, Independent: Three Important Criteria to Consider When Choosing a Financial Advisor.
Specialties
- Comprehensive Financial Planning
- Retirement Income Planning
- Investment Management
- Tax Planning
- College Education Planning
Ideal Clients
- Dentists
- Business Owners
- Gen X and Y Professionals
- Retirees and Near Retirees
- Women and Couples
Working Together
- In-Office Meetings
- Virtual Meetings
- Clearly Defined Fees
- No Product Sales
- Complimentary Initial Consultation
Professional Designations & Affiliations
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Doty Yates is a Certified Public Accountant (Learn More)A Certified Public Accountant (CPA) is a professional accountant who has met the education and experience requirements set by their state's Board of Accountancy and has passed the Uniform CPA Exam. CPAs are licensed to provide a wide range of accounting services, including financial statement preparation, tax planning and preparation, auditing, consulting, and other financial advisory services.
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Doty Yates is a CERTIFIED FINANCIAL PLANNER™ Professional - Click for VerificationCFP® professionals are held to strict ethical standards to ensure financial planning recommendations are in your best interest. What’s more, a CFP® professional must acquire several years of experience related to delivering financial planning services to clients and pass the comprehensive CFP® Certification Exam before they can use the CFP® designation.
Contact Doty Yates
Office Locations:
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1661 International Drive
Suite 400
Memphis, TN 38120
