Helping you thrive since 2015
Separate journeys converged to create a comprehensive wealth management firm serving pharmacist families nationwide.
Our Story
In 2015, Tim Ulbrich, PharmD started a blog to share his financial journey as a pharmacist. Despite earning a six-figure income, he’d discovered what many pharmacists face: ‘Most pharmacists make a good income but find themselves in exactly the same boat’—high earners who weren’t building wealth.
Around the same time, Tim Baker, a West Point graduate and CERTIFIED FINANCIAL PLANNER™, founded Script Financial to provide fee-only planning for pharmacists.
The two Tims met on Twitter and connected over coffee at a Bob Evans in Ohio. They quickly realized they were working toward the same goal from different angles. One through education and content, the other through comprehensive planning.
In 2019, they merged their businesses. The result was a fee-only financial planning firm built on pharmacy expertise and CFP® credentials, with a powerful content platform that’s been serving the pharmacy community for nearly a decade.
Today, we serve 250+ client households nationwide, and continue to educate thousands of pharmacists with the YFP podcast, webinars, and additional resources.
Our Mission
To empower pharmacists to live a wealthy life today and tomorrow.
For us, this means more than managing investments. It means comprehensive planning that addresses every aspect of your financial life: retirement, taxes, debt optimization, insurance, estate planning, and cash flow. We’re here to help you build wealth and live your rich life, today and tomorrow.
Proud Members of
Our Credentials
CFP®
Certified Financial Planner®
CIMA®
Certified Investment Management Analyst®
RICP®
Retirement Income Certified Professional®
CSLP®
Certified Student Loan Professional®
RLP®
Registered Life Planner®
Be kind
We believe kindness is the common thread of all interactions and relationships. This includes how we value and treat fellow team members, clients, community members, and strategic partners. We commit to conducting our interactions with respect, honesty, integrity, and open communication. Everyone should be treated with value and respect, regardless of role, gender, race, ethnicity, age, sexual orientation, religious beliefs, and other personal attributes.
Optimize you
When we live as the best version of ourselves, we are more likely to achieve our goals. We believe that by pursuing personal wellness and prioritizing individual goals, we will positively impact fellow team members and the community we serve. Learning and growth never end and require an ongoing commitment to personal and professional development.
Serve the community
We recognize the opportunity we have to serve the YFP community and the profession of pharmacy. We are committed to developing products and services that have our community’s interests in mind. We understand that every team member’s role will directly or indirectly impact how we serve the community, and we can best serve when we understand and support the profession of pharmacy.
Value team
We are one company with one vision. We succeed when we strive for and achieve our goals and mission as a team, not at the competitive expense of others. We love to celebrate wins and acknowledge one another. We support each other when a helping hand is needed or things don’t go as planned.
Embrace ownership
Growth and change don’t happen when we’re stuck in the status quo. We should be allergic to the phrase “that’s the way we’ve always done it.” We commit to thinking big and shying away from complacency. We encourage team members to lean into their strengths while having the courage to try new things and take risks. We commit to embracing ownership in our areas of responsibility and to feeling empowered in making decisions.
Want to work with us?
See how we put these values into practice through our comprehensive planning approach.
Interested in joining our team?
These values guide everything we do at YFP Wealth. If they resonate with you, we’d love to hear from you.