YFP Wealth

Financial Planning  for Pharmacists.

Financial planner in New Albany, OH (show on map)

5.0

★★★★★

8 reviews

YFP Wealth helps pharmacists build wealth and live their rich life today and tomorrow with personalized financial planning.

Call (614) 618-5901

Navigate to Visit website

About

YFP Wealth, formerly Your Financial Pharmacist, provides comprehensive financial planning services for pharmacists, leveraging the unique financial challenges and career trajectories of the pharmacy profession. The firm offers retirement planning, investment management, tax planning, estate planning, and more, with a focus on helping pharmacists optimize their wealth and achieve financial freedom.

Pharmacy-specific expertise

Comprehensive planning approach

Credentialed team with PharmD and CFP® professionals

Services

Financial Planning Roadmap

A comprehensive approach to planning that integrates retirement, investment, tax, and estate planning tailored to pharmacists.

Retirement Planning Investment Management Tax Planning Estate Planning Life Planning Debt Optimization Cash Flow Strategy

Early-Career Pharmacist Resources

Free resources and guidance for pharmacy students and new graduates to build strong financial habits.

Financial Fitness Test Seven Figure Pharmacist Book Resource Center

Established Pharmacist Comprehensive Planning

Tailored financial planning for pharmacists with $250K+ in investable assets, covering retirement, investment, tax, and estate planning.

Retirement Readiness Tax Efficiency Investment Complexity Insurance Evaluations Kids’ College Savings Estate Planning & Legacy

Tax Planning

Strategic tax planning integrated throughout the financial plan to maximize savings and ensure compliance.

Asset Location Retirement-Income Planning Ongoing Tax Strategy Coordination with CPA

Credentials & Certifications

CFP®

Since 2000s

PharmD

Since 2000s

FPQP®

Since 2020s

CSLP®

Since 2020s

CIMA®

Since 2020s

Reviews

Rating

★★★★★

Reviews

"Their aim to be comprehensive and informative is perfect for our needs."

Frequently Asked Questions

Who is YFP Wealth for? +

YFP Wealth serves pharmacists, including established pharmacists with $250K+ in investable assets and early-career pharmacists seeking financial education and planning resources.

What makes YFP Wealth different from other financial advisors? +

YFP Wealth is founded by a PharmD and CFP®, blending pharmacy-specific knowledge with comprehensive financial planning, ensuring advisors understand the unique financial challenges of pharmacists.

How does YFP Wealth handle tax planning? +

YFP Wealth integrates strategic tax planning throughout the financial plan, focusing on asset location, retirement-income planning, and proactive tax strategies to maximize savings.