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Eaglestrong Financial

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Client assets under management

$78,787,054

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Clients

89

34% high-net worth

Advisors

2

of 2 employees

Firm type

Supported

1-3 advisors or $200M+ in AUM

More info

Clients per advisor

45

Typical

Average account size

$885,248

About

Eaglestrong Financial works with individuals (including high‑net‑worth clients), employer‑sponsored retirement plans, and other businesses. The firm offers ongoing investment management, comprehensive and hourly financial planning, and employee benefit plan consulting, along with targeted planning packages such as student‑loan and retirement plan analyses.

The firm generally implements a passive investment approach, constructing portfolios with index mutual funds and ETFs while selectively using separately managed accounts and permitting socially responsible investment options when suitable for client objectives. Portfolios are built around client‑specific investment policy statements and are typically managed on a discretionary basis, with integrated financial planning provided alongside investment management.

Distinctive features include a small, two‑advisor team whose principals hold both CFP and CPA credentials, and a practice model that emphasizes ongoing retainer‑style comprehensive planning plus discrete planning packages that are often integrated with managed accounts. Eaglestrong also provides ERISA‑compliant retirement plan services and relies on an institutional custodian relationship that supplies operational and research support to the firm.

Client services

Financial planning Portfolio management Pension consulting

Expertise

College savings (529s, UTMA, etc.) Cash flow / budgeting Retirement income strategy

Occupation focus

Founder/Business Owner Retired

Demographic focus

Mid-Career Professionals

Fee options

Fixed

Financial Planning Packages: $1,000 Student Loan Analysis, $2,500 Comprehensive Retirement Plan.

Percentage

$0 - $2,000,000: 1.00% annually $2,000,001 - $4,000,000: 0.50% annually $4,000,001+: 0.25% annually

Project-based

$200 per hour

Subscriptions

Comprehensive Financial Planning retainer paid monthly or quarterly for ongoing access and plan monitoring.

Other

Fee-only: For clients with less than $250,000 AUM: $1,000 upfront plus $100-$500 per month ongoing fee.

Main office location

Eaglestrong Financial

1661 International Drive, Suite 400

Memphis TN 38120, United States

Number of offices

1

Most active in

More info

Mississippi · Tennessee · Texas

Disclosures

More info

Exclamation point means they have disclosures of this type. Check mark means no disclosures of this type were found.

Business activities & affiliations

More info

Forms ADV

Form ADV Part 2: Client Brochure

Quick links

LinkedIn Facebook X Website 901-413-8659

Advisors at this firm

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user avatar

William Y

CFP®, PFS™, Series 65

Memphis, TN

Eaglestrong Financial

William Yates is a CFP® and PFS™ credentialed financial advisor with 16 years of industry experience. He has worked at Eaglestrong Financial since 2017 and previously spent nearly a decade with Waddell & Associates. Eaglestrong Financial serves individuals, including high-net-worth clients, employer-sponsored retirement plans, and businesses, offering investment management, financial planning, and employee benefit plan consulting. The firm uses a primarily passive investment approach with portfolios tailored to client-specific investment policy statements and provides integrated financial planning alongside discretionary portfolio management.

College savings (529s, UTMA, etc.) Cash flow / budgeting Retirement income strategy Founder/Business Owner Retired Mid-Career Professionals
user avatar

Dorothy Y

CFP®, Series 65

Memphis, TN

Eaglestrong Financial

Dorothy Yates is a CFP® professional with seven years of experience at Eaglestrong Financial, where she has worked since 2017. Outside of financial advising, she owns and operates Time Stand Still Photography, a business focused on client photo sessions and editing. She is also an independent representative for Juice Plus. Eaglestrong Financial serves individuals, employer-sponsored retirement plans, and businesses, offering investment management, financial planning, and employee benefit consulting. The firm employs a primarily passive investment strategy using index funds and ETFs, with portfolios tailored to client-specific investment policy statements.

College savings (529s, UTMA, etc.) Cash flow / budgeting Retirement income strategy Founder/Business Owner Retired Mid-Career Professionals
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