Tripp Yates

CPA/PFS, CFP®

Eaglestrong Financial

Founder / Financial Advisor

I can work with clients anywhere!

Tripp Yates

CPA/PFS, CFP®

Eaglestrong Financial

Founder / Financial Advisor

As a fee-only financial planner, my focus is to offer unbiased financial advice to help you achieve your life goals. - Tripp Yates, CPA/PFS, CFP®

Eaglestrong Financial is an independent, fee-only fiduciary financial planning firm based in Memphis, TN. We help our clients organize their finances, reduce taxes, and invest wisely.

Tripp Yates is a Memphis, TN fee-only financial planner. Eaglestrong Financial provides comprehensive and objective financial planning to help clients organize, grow and protect their assets through life’s transitions. As a fee-only, fiduciary, and independent financial advisor, Tripp Yates is never paid a commission of any kind, and has a legal obligation to provide unbiased and trustworthy financial advice.

Tripp Yates is a fee only financial planner in Memphis, TN. Tripp Yates is a NAPFA-Registered Financial Advisor.

With a focus on both immediate and long-term impact, Tripp has a passion for helping clients identify and execute successful financial planning strategies. You may have your financial life in good order but would like someone else to manage it for you so you can focus more on the things you enjoy doing. You may feel like you are paying too much in taxes and not saving enough. You may feel stressed about your financial life because it is not organized.  Whatever the circumstance, Tripp wants to help you achieve your goals and give you confidence in your financial future. 

Tripp has extensive experience in financial planning and investment management. Over the last ten years, he has managed over $100 million in assets for individuals and families. He is a CERTIFIED FINANCIAL PLANNER™ professional and a Certified Public Accountant. Tripp also has obtained the Personal Financial Specialist designation from the American Institute of Certified Public Accountants. 

Tripp Yates is a Member of the National Association of Personal Financial Advisors

The National Association of Personal Financial Advisors (NAPFA) is a leading professional association of Fee-Only financial advisors - highly trained professionals who are committed to working in the best interests of those they serve.

NAPFA members live by three important values:

  • To be the beacon for independent, objective financial advice for individuals and families.
  • To be the champion of financial services delivered in the public interest.
  • To be the standard bearer for the emerging profession of financial planning

With a focus on both immediate and long-term impact, Tripp has a passion for helping clients identify and execute successful financial planning strategies.

Simply put, this is what we do:

Organize Your Finances

We help bring order to your financial life.

Reduce Taxes

We recommend where to put your retirement savings for tax savings and efficiency.

Invest Wisely

Our investment philosophy is simple:

  1. Diversify through asset allocation
  2. Utilize low-cost investments
  3. Prioritize tax efficiency

Fee-Only, Fiduciary, Independent: Three Important Criteria to Consider When Choosing a Financial Advisor.

Specialties

  • Comprehensive Financial Planning
  • Retirement Planning
  • Investment Management
  • College Education Planning
  • Tax Planning

Ideal Clients

  • Gen X and Y Professionals
  • Dentists
  • Business Owners
  • Families with College-Bound Children
  • Retirees and Near Retirees

Working Together

  • In-Office Meetings
  • Virtual Meetings
  • Clearly Defined Fees
  • No Product Sales
  • Complimentary Initial Consultation

Professional Designations & Affiliations

  • National Association of Personal Financial Advisors (NAPFA)
    Tripp Yates is a NAPFA-Registered Financial Advisor

    The National Association of Personal Financial Advisors (NAPFA) is a leading professional association of Fee-Only financial advisors—highly trained professionals who are committed to working in the best interests of those they serve.

  • Certified Financial Planner (CFP)
    Tripp Yates is a CERTIFIED FINANCIAL PLANNER™ Professional - Click for Verification

    CFP® 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.

  • PFS - Personal Financial Specialist
    Tripp Yates is a Certified Public Accountant (CPA) and Personal Financial Specialist (PFS)

    The Personal Financial Specialist (PFS) credential is granted solely to CPAs with considerable personal financial planning education and experience. All areas of personal financial planning—including estate, retirement, investments and insurance—have tax implications, and the PFS professional has the experience, ethics, and expertise to get the job done right.

  • XY Planning Network
    Tripp Yates is a Member of the XY Planning Network

    The XY Planning Network is the leading organization of fee-only financial advisors who are focused on working with Generation X and Generation Y clients. Our mission is to connect consumers with best-in-class financial advisors who specialize in working with clients just like you.

Contact Tripp Yates

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Office Locations:

  • 1661 International Drive
    Suite 400
    Memphis, TN 38120

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