YFP Wealth

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Financial Planning for Pharmacists YFP Wealth is a nationwide, fee-only financial planning firm built for pharmacists. Learn more at yfpwealth.com

Founded in 2015 as Your Financial Pharmacist, our mission has always been the same: help pharmacists gain clarity and confidence with their money. Today, our team of CFP® professionals provides comprehensive financial planning designed around the realities of a pharmacist’s career, income, and long-term goals. We help with everything that touches your financial life, including investing, retirement planning, tax strategy, debt decisions, and major life transitions so you can build wealth and live a rich life today and tomorrow. We also continue to support the broader profession through free education, our podcast, and resources available to pharmacists at every stage of their career.

09/18/2026

A commitment to veterans. A desire to serve Spanish-speaking patients. A personal connection to a community in Guatemala.

Meet Gabrielle Silfa, a 2026 YFP Gives scholarship recipient whose pharmacy goals are grounded in service. 💙

Gabrielle is a student pharmacist at Palm Beach Atlantic University’s Lloyd L. Gregory School of Pharmacy in West Palm Beach, Florida. Her interests include pain management, opioid stewardship, and medication safety, with a particular focus on caring for our nation’s veterans.

She also hopes to pursue a concentration in medical Spanish. Along with helping her better communicate with patients in her community, the program offers an opportunity to provide medical aid to children in Puerto Barrios, Guatemala which is her mother’s hometown.

The YFP Gives scholarship helps make these opportunities more financially accessible as Gabrielle completes her PharmD education.

And beyond pharmacy? Show her any country’s flag, and she can name it! 🌎

Gabrielle is one of 11 scholarship recipients selected from nearly 100 applications this year. Your gift can help us expand the program’s reach and support more future pharmacists who want to make a difference.

Celebrate Gabrielle with us and help support the next group of recipients by visiting yfpgives․org!

09/16/2026

A strong income and knowing the “right” things to do don’t always translate into financial progress. Our habits, emotions, and biases play a role, too.

This Friday, September 18, at 12 p.m. ET, join Tim Ulbrich, PharmD, for a webinar in collaboration with the American Pharmacists Association (APhA).

Tim will walk through 10 common financial traps he’s experienced himself and seen other pharmacists struggle with (including loss aversion, anchoring bias, and recency bias) with specific examples of where they show up in a financial plan.

Then, he’ll spend the second half on what to do about them: building a system that makes smart financial choices easier and more consistent.

He’ll share the system he uses in his own financial plan, along with templates, worksheets, and resources you can put to use.

Just starting out? Nearing retirement? Somewhere in between? This session is designed to give you practical takeaways for your stage of life.

RSVP here: https://us02web.zoom.us/webinar/register/6317714424451/WN_aZC0GaeBRTOgY95QZmsLdg

Can’t attend live? Be sure to RSVP and we’ll send you the replay afterward.

09/04/2026

High earners can be doing everything “right” and still feel financially behind.

A strong income, growing investment accounts, and a rising net worth may look like success on paper. But perfectionism, comparison, inherited money beliefs, and limited day-to-day cash flow can tell a very different emotional story.

In the newest episode of Scripted Wealth: Money & Meaning for Pharmacists, Tim & Tim discuss the scarcity mindset many successful professionals experience and why financial confidence requires more than accumulating money.

🎧 Catch the full episode on YouTube, Apple Podcasts, Spotify, or the YFP Wealth website.

08/27/2026

Good income. Solid savings. Investments growing.

So why does it still feel like it's not enough?

We hear this from pharmacists more than you might think. And in the latest episode of Scripted Wealth: Money & Meaning for Pharmacists, we dig into why high earners are particularly prone to a quiet financial anxiety that the numbers alone can't fix.

In this episode we cover:

→ Why the same traits that make you a great pharmacist can work against you financially
→ How comparison to colleagues can make a solid plan feel inadequate
→ Why more income doesn't automatically mean more confidence
→ A practical framework for defining what "enough" actually looks like for you

Financial confidence comes from clarity. A plan you trust, goals that are yours, and knowing your money is aligned with the life you actually want.

🎙️ Listen to this episode of Scripted Wealth: Money & Meaning for Pharmacists wherever you get your podcasts, or check the link in the comments.

05/13/2026

Today, YFP Wealth Co-Founder & CEO Tim Ulbrich, PharmD presented a webinar in collaboration with the American Pharmacists Association on “The First Six Figures” and the financial decisions pharmacists face early in their careers.

From student loans and investing to benefits and building strong financial habits, these are important conversations that can shape long-term financial flexibility and confidence.

At YFP Wealth, we believe pharmacists deserve financial education that helps them not only build wealth, but build a life with more options and peace of mind along the way.

We are grateful for the opportunity to continue supporting pharmacists through collaborations with organizations like APhA.

05/11/2026

What does it actually mean to live a rich life?

Not once you finally retire or hit a certain milestone, but right now.

That's the conversation Tim & Tim explored on the latest episode of the Scripted Wealth Podcast.

It's easy to spend years living from the outside in:
- Get the degree
- Get a good job
- Get promoted
- Keep going to the next milestone

Most pharmacists are rule followers, so this pathway only makes sense.

However, at some point, we pause and ask, “Is this actually the life I want to build?”

It first starts as a quiet thought, then a whisper, and, eventually, we build the courage to say it out loud.

Yes, financial planning, retirement planning, investment planning, and tax planning all matter...a lot.

But that should be table stakes. Ultimately, the plan is there to support something bigger.

Typically, that's more intentional use of your time, your money, and your relationships.

If you haven’t listened to the episode yet, we’d love for you to check it out...available on our website, Apple Podcasts, Spotify, and YouTube.

05/07/2026

New episode of Scripted Wealth: Money & Meaning for Pharmacists is live!

This week, Tim Ulbrich PharmD and Timothy Baker, CFP®, RICP®, RLP®, CBDA explore a question that sits underneath so many financial planning conversations:

"What does it actually mean to live a rich life?"

The discussion covers:
- the tension between achievement and fulfillment
- outside-in vs inside-out financial planning
- the risk of living on autopilot
- why financial planning is ultimately about alignment
- how time, flexibility, relationships, and experiences shape a meaningful life

The financial plan isn’t the goal. It’s the tool that supports the life you want to live. That's what this episode is all about.

🎧 "What Does a Rich Life Actually Mean?" is now available on Apple Podcasts, Spotify, YouTube, and at YFP Wealth.

05/04/2026

We had over 100 applications for the 2026 YFP Gives scholarships.

To be exact, 102.

That’s a big jump from previous years, and it says a lot about the next generation of pharmacists.

More students, residents, and fellows are thinking intentionally about their future…not just their career path, but how money, goals, and life all connect.

We’ll be awarding 10 scholarships this year, and our team will begin the review process soon.

Grateful to be part of supporting this community in a small way.

P.S. There are more qualified applicants than we’ll be able to support this year. If you’d like to be part of helping us grow the number of scholarships we can offer, we’d love to connect.

04/28/2026

Choosing a financial planner shouldn’t feel confusing…but for many, it does.

Titles aren’t standardized, incentives vary, and advice can differ widely.

In his recent personal finance column in Pharmacy Times, YFP Wealth Co-Founder & CEO Tim Ulbrich PharmD, outlines a practical framework pharmacists can use to evaluate a financial planner with more clarity and confidence.

The goal isn’t to find someone who can “beat the market.”

It’s to find a partner who helps you make better decisions over time.

Read the full article here: https://www.pharmacytimes.com/view/how-to-choose-a-financial-planner-without-regret-a-practical-guide-for-pharmacists

04/24/2026

We’re excited to introduce Scripted Wealth: Money & Meaning for Pharmacists.

After 500+ episodes, this relaunch of our podcast aligns with the recent transition from Your Financial Pharmacist to YFP Wealth and reflects the evolution of our community and our work.

For years, we’ve focused on helping pharmacists build a strong financial foundation.

And we'll continue to do so.

But now, we are expanding the conversation.

Not just how to build wealth, but also how to use it.

Not just the numbers, but the purpose behind them.

This podcast will continue to cover the technical aspects of financial planning, including investing, retirement, tax strategy, and more.

But it will also go deeper into the qualitative side of wealth...time, flexibility, purpose, relationships, and giving.

The decisions that define what a rich life actually looks like.

We’re excited to bring more stories, more real-life scenarios, and more behind-the-scenes insight into how financial planning connects to life.

🎧 Listen to the first episode available on YouTube, Apple Podcasts, and Spotify, and let us know what topics you’d love for us to cover in this next chapter.

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New Albany, OH
43054

Website

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