Financial advisor financial planner Memphis dentists business owner fiduciary fee-only CPA CFP Tripp Yates

901.413.8659  tripp@eaglestrong.com

 

 

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.    

 

 


Professional Affiliations:

Financial advisor financial planner Memphis dentists business owner fiduciary fee-only CPA CFP
Financial advisor financial planner Memphis dentists business owner fiduciary fee-only CPA CFP Tripp Yates XY Planning Network
Financial advisor financial planner Memphis dentists business owner fiduciary fee-only CPA CFP Tripp Yates NAPFA Fee only
Financial advisor financial planner Memphis dentists business owner fiduciary fee-only CPA CFP AICPA

Financial advisor financial planner Memphis dentists business owner fiduciary fee-only CPA CFP Doty Yates

901.619.3599  doty@eaglestrong.com 

 

Doty considers it a privilege to help her clients with their finances since it is so deeply personal. She combines her technical knowledge with her creative side to bring a unique perspective to client meetings. She listens to the underlying emotions about money while talking with individuals and couples.

 

Doty is an investment advisor focused on helping dentists and business owners. Even though she didn’t follow her grandfather and father into a dental career, she is now using her background as a CPA to help dental practice owners with their personal and practice finances. Doty also advises other like-minded business owners, individuals and families with retirement plans and tax planning.

  

Doty enjoys spending time with Tripp and their three girls, being an active member at Harvest Church, and running in 5Ks in her beloved hometown of Memphis.   

Financial advisor financial planner Memphis dentists business owner fiduciary fee-only CPA CFP

Tripp, Doty and their 3 girls (ages 9, 7 and 5)