YFP Wealth Information

YFP Wealth (formerly Your Financial Pharmacist) provides comprehensive, fee-only financial planning built specifically for pharmacists. Founded in 2015 by a pharmacist and CFP® professional, we help pharmacist families nationwide navigate complex financial decisions with clarity and confidence. Our work goes far beyond investing. We coordinate every major area of your financial life so your plan actually supports the life you want to live. Pharmacists face unique challenges: late-career starts, high income with limited tax flexibility, burnout, complex benefit structures, and uncertainty about retirement readiness. Many are doing “the right things” but still wonder if they’re truly on track. We help answer the questions that matter most: Am I on track for retirement, and how much is enough? How do I balance living fully today without sacrificing the future? Is my investment and tax strategy actually working together? What am I missing, and what should I focus on next? Our comprehensive planning process integrates retirement planning, investment management, tax strategy, cash flow and debt planning, insurance review, and estate planning into one coordinated roadmap. As a fee-only fiduciary firm, we are legally required to act in your best interest. No commissions. No product sales. No hidden agendas. We primarily work with established pharmacists with $250,000+ in investable assets, while continuing to support the broader pharmacy community through education, content, and partnerships. Our mission is simple: help pharmacists build wealth, gain confidence, and live their rich lives today and tomorrow. Learn more at https://yfpwealth.com/