Adfi_logo

Tripp Yates | Financial Advisor

Profile img for Tripp Yates, financial advisor at Eaglestrong Financial
Memphis, TN
Tripp Yates
Financial Advisor
Founder/Advisor at
Eaglestrong Financial

Verified Identity

Important Disclosures

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 started my career in public accounting but realized that was not my ultimate goal. In 2007, I began my career in financial planning and wealth management. In 2017, I founded Eaglestrong Financial, specializing in helping dentists and business owners. Over the last 15 years, I have diligently used my credentials of CPA and CFP® to benefit my clients. Outside of work, I enjoy spending time with my family, playing tennis and cheering on my favorite sports teams. I am a member of Harvest Church in Memphis.
More

Specialties and Expertise

4
Business Ownership Strategies
High Net Worth Planning
Tax Minimization Investment Strategies
Portfolio Construction

Clientele

5
Business Owners
Doctors
Retirees
High Net Worth Individuals
Nurses

Credentials and Designations

3
credentialsImg

Certified Financial Planner™

credentialsImg

Personal Financial Specialist®

credentialsImg

Certified Public Accountant

Education

2
University of Mississippi - Oxford and UniversityMaster of AccountancyYear Obtained: 2004
University of Mississippi - Oxford and UniversityBachelor of AccountancyYear Obtained: 2003
Quick Facts About Tripp
Years of Experience:17 yearsMember since:2023

Services Provided

How I help my clients

Financial Planning

service_img
More

Investment Management

service_img
More

Retirement Planning

service_img
More

Pricing Models

AUM

Proof of License

SEC Profile
profile_picture
Memphis, TN
Tripp Yates
Financial Advisor
Founder/Advisor at
Eaglestrong Financial
AdvisorFinder Disclosure
To maintain a verified listing on this Website, a financial firm or financial professional must pay a subscription fee to AdvisorFinder (please click here for details). AdvisorFinder is not a client of any firm or advisor listed on this Website (advisors are subject to this agreement). Fees are not specifically payable in consideration of any "endorsement". AdvisorFinder search results are conferred based on standardized and automated factors without regard to any financial firm compensation to AdvisorFinder. However, the compensation paid by a financial firm or financial professional to AdvisorFinder creates a material conflict of interest of which prospective clients of a financial firm should be aware.
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
Profile last updated: 02-13-2025