Tripp Yates

Memphis, TN

Verified Identity

Founder/Advisor at

Eaglestrong Financial

Years of Experience

17 years

Member Since

2023

Allow Me to Introduce Myself

My desire is to help my clients organize their finances, reduce taxes, and invest wisely. As a fee-only fiduciary advisor, I strive to work in a humble and transparent way. My interest in investments started when I was young and was intrigued by my grandfather's savvy investment knowledge. I starte...

Clientele

Business Owners

Doctors

Retirees

High Net Worth Individuals

Nurses

Services Provided

Financial Planning

Investment Management

Retirement Planning

Specialties and Expertise

Business Ownership Strategies

High Net Worth Planning

Tax Minimization Inv...

Portfolio Construction

Credentials and Designations

CFP®

Certified Financial Planner™

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PFS®

Personal Financial Specialist®

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Pricing Models

AUM

Education

University of Mississippi - Oxford and University

Master of Accountancy

Obtained in 2004

University of Mississippi - Oxford and University

Bachelor of Accountancy

Obtained in 2003

Disclosures and Proof of License

SEC Profile

Advisor Disclosure

Eaglestrong Financial, LLC is an Investment Advisor registered with the states of TN and MS and other jurisdictions where exempted. Our annual advisor disclosures (ADV) can be found here: https://files.adviserinfo.sec.gov/IAPD/Content/Common/crd_iapd_Brochure.aspx?BRCHR_VRSN_ID=818269

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