YFP Wealth

Financial Planning 
for Pharmacists.

Don’t settle for one-size-fits-all advice. We help you build wealth and live your rich life, today and tomorrow.

Built by a CFP® and a PharmD

For over 10 years, Your Financial Pharmacist (now YFP Wealth) has helped pharmacists and their families nationwide. We understand what makes your financial situation different.

You’ve checked all the boxes, but is your money optimized? It’s tough balancing multiple priorities and questioning if you’re truly on track for retirement.

You shouldn’t have to explain your world to your financial planner. We already get it.

Not a pharmacist? Not a problem! You’ll get the same individualized service. Learn more >

The YFP Roadmap

A Comprehensive Approach to planning

Financial planning means different things to different advisors.
Here’s what it means to us:

Retirement Planning icon

RETIREMENT
PLANNING

Investment Management icon

INVESTMENT
MANAGEMENT

Insurance Review icon

INSURANCE
REVIEW

Estate Planning icon

ESTATE
PLANNING

Tax Planning icon

TAX
PLANNING

Life Planning icon

LIFE
PLANNING

Debt Optimization icon

DEBT
OPTIMIZATION

CASH FLOW
STRATEGY

Every plan is built around you and your loved ones so that you can live your rich life. Whether you’re wondering if you’re on track for retirement, trying to optimize your tax situation, or figuring out if you can afford that next chapter in life (or all of it), we’re here to help it all make sense.

Learn More >

A team of CFP® Professionals who speak your language

Every planning team member holds the CFP® (CERTIFIED FINANCIAL PLANNER™) designation or is in the process of obtaining the CFP®. That means they’ve passed one of the most rigorous exams in financial planning (64% pass rate, lower than the NAPLEX!) and are committed to ongoing education and fiduciary responsibility.

But credentials are just the baseline. What sets us apart? Founded by a pharmacist, we blend the PharmD and CFP® worlds to help others achieve financial freedom. We understand the pharmacy world because we’ve lived it.

Meet the team >

Tim Ulbrich, PharmD
Co-Founder & CEO

Trusted by the American
Pharmacists Association (APhA)

We’ve been the go-to financial planning resource of APhA members for 8 years, providing member benefits to pharmacists nationwide. Through our partnership, we deliver regular webinar series and educational content on the topics that matter most to your financial life. We also offer exclusive financial planning discounts for APhA members.

It’s a relationship built on trust, expertise, and a shared mission to help pharmacists achieve financial freedom.

Learn about our APhA Partnership >

Trusted by 
250+ families nationwide

Hear from the pharmacist families we serve

“We wanted comprehensive planning that covered the whole big picture…not just investments, but retirement, savings, college, wills, and trusts. Before YFP Wealth, we knew we had money and were investing, but that was kind of it. There was a disconnect between our expectations and reality. Now we have specific goal-oriented planning where we’re shown exactly how each decision impacts our long-term financial picture.”

– Jen Harris & Michael Harris, PharmD

“It’s really the people on the YFP Wealth team and the interactions we have with them. I can’t overstate the trust and relationship that’s been such a key part of our experience. It’s a relief and weight off my mind to know we’re in good hands.

– James McAuley, RPh, PhD, FAPhA

“They’re more than just a financial planner. They know your life, it’s like a relationship to me. The YFP team has been incredibly patient and accessible, always there when I need guidance. Having that personal connection and trust makes all the difference in feeling confident about my financial future.”

– Gina Hare

Disclaimer: Your Financial Pharmacist Planning LLC has not provided any compensation for, and has not influenced the content of, the testimonials shown. The testimonials shown have been invited, have been shared with each client’s permission, and are not necessarily representative of the experience of other clients. To our knowledge, no other conflicts of interest exist regarding these testimonials.

Tim Baker, CFP®, RICP®, RLP®
Co-founder & COO

Ready to get started?

Here’s what happens next:

Step 1 icon

Discovery Call

We’ll discuss your situation, goals, and whether we’re a good fit.

Book a Call >

Step 2 icon

Get Organized & Script Your Plan

We’ll gather your complete financial data and clarify your vision for the future.

Plan Development

We’ll build a tailored plan and walk you through our recommendations.

Step 4 icon

Implementation

We’ll partner with you to put the plan into action and adjust as life happens.

We typically work with established pharmacists with $250K+ in investable assets, but every situation is different. If you’re wondering whether we’re a good fit, let’s talk.

See how our pharmacy experience and comprehensive planning can help you live your rich life.

Get Started