Tripp Yates
CPA/PFS, CFP®
Eaglestrong Financial
Founder / Financial Advisor
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 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, 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 the Founder and Financial Advisor at Eaglestrong Financial.
Tripp’s passion for financial planning is evident to each and every client he meets with. His desire is to help his clients organize their finances, reduce taxes, and invest wisely. As a fee-only fiduciary advisor, Tripp strives to work in a humble and transparent way.
His interest in investments started when he was young and was intrigued by his grandfather's savvy investment knowledge. When Tripp realized staying in public accounting was not his ultimate goal, he was excited to take his career in this direction.
With extensive experience in financial planning and investment management, Tripp diligently uses his credentials of CPA and CFP® to benefit his clients. Over the last ten years, he has managed over $100 million in assets for individuals and families. In 2017, he founded Eaglestrong Financial, specializing in helping dentists and business owners.
Outside of work, Tripp enjoys running, spending time with his family, and cheering on his favorite sports teams. He is an active member of Harvest Church.
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:
We help bring order to your financial life.
We recommend where to put your retirement savings for tax savings and efficiency.
Our investment philosophy is simple:
- Diversify through asset allocation
- Utilize low-cost investments
- 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
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Tripp Yates is a NAPFA-Registered Financial AdvisorThe 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.
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Tripp 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.
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Tripp 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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Tripp Yates is a Personal Financial Specialist (PFS)The Personal Financial Specialist (PFS) credential is granted solely to CPAs (Certified Public Accountants) 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.
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Tripp Yates is a Member of the XY Planning NetworkThe 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.
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Tripp Yates is Quoted in Reader's Digest: "9 Retirement Planning Steps Experts Want You to Take Before You Turn 50"
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Tripp Yates is a Featured Advisors on Dental Economics
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Tripp Yates is Featured in the Memphis Business Journal People on The Move
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Eaglestrong Financial's Blog Post "Your Loved Ones Will Thank You" was Featured on TMA Medical Banking
Contact Tripp Yates
Office Locations:
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1661 International Drive
Suite 400
Memphis, TN 38120
