Tripp Yates, CPA/PFS, CFP®
Financial Advisor Specializing in Dentists & Business Owners
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Serving Clients Nationwide
Financial Advisor Specializing in Dentists & Business Owners
Areas of Focus
- Financial Life Planning
- Investment Management
- Retirement Planning
- Taxes
About Tripp Yates, CPA/PFS, CFP®
Tripp’s passion for financial planning is evident to each and every client he meets. 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.
Professional Designations
- CERTIFIED FINANCIAL PLANNER ®
- Chartered Financial Analyst (CFA)
- Personal Financial Specialist (PFS)
Affiliations
-
American Institute of CPAs
- National Association of Personal Financial Advisors
- The AGC
- XY Planning Network
- National Association of Personal Financial Advisors
Primary Location
1661 International Drive, Suite 400 Memphis, TN 38120
Meeting Options
- Video Conference
- In-Person
- Phone
Compensation Methods
- Fee Only
- One-time Financial Plan
- Percentage of Assets Managed
- Subscription
What to expect in the first meeting
Click the 'Book Intro Call' button above to schedule a free introductory call. We'll get to know each other and I'll listen to understand your unique circumstances so we can determine the best way to proceed. I look forward to speaking with you.Offers Investment Management
Yes
About EAGLESTRONG FINANCIAL
Eaglestrong Financial is an independent, fee-only financial planning firm based in Memphis, TN and serving clients virtually across the country. Our mission is to build long-term relationships of trust with our clients.We serve dentists, physicians, business owners, individuals and families by helping them organize finances, reduce taxes, and invest wisely.
We are:
✅ Independent: Not affiliated with any brokerage firm, bank, or insurance company
✅ Fee only: Compensated only by the client without earning commission of any kind for product sales or referrals
✅ Fiduciary: Legally sworn and obligated to always place the interest of the client ahead of our own
Our advice and expertise help you achieve your short and long-term financial goals.
✔️Organization: We help bring order to your financial life
✔️Accountability: We help you follow through on your financial commitments
✔️Objectivity: We give unbiased advice for all decisions, big and small
✔️Proactivity: We create an action plan for you to be prepared for life transitions
✔️Education: We provide knowledge and resources to facilitate your decisions
✔️Partnership: We work closely with you to get a clear understanding of your needs and goals
Our investment philosophy is simple:
👍Diversify Through Asset Allocation
👍Utilize Low-cost Investments
👍Prioritize Tax Efficiency
Our desire is to help you continually maximize your resources by employing financial planning strategies.
We focus on what we can control – asset allocation, tax efficiency, savings or spending percentage rate, and your individual or family goals. We want to make you aware of your situation so that we can work together to make proactive decisions that will add value to your overall financial wellness. This value could be increasing your net worth, reducing your current taxes through strategic savings, paying off debt, allocating your savings to low cost investments, or maximizing your gifts to family members and charities.
We use the markets as a tool to reach your goals. We do not try to time the market. We take a long-term view of investing and make sure that the risk that you take to achieve your goals is warranted and understood. We believe that investor behavior is a key component of investing.
Education
University of Mississippi, Master of Accountancy, Bachelor of Accountancy
Hobbies and Interests
- Church
- Family
- Running
- Sports
SEC Lookup
View DisclosureWho We Serve
- Business Owners
- Dentists
- Entrepreneurs
- Families
- Individuals
- Physicians
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