A complete list of active advisors currently associated with YFP Wealth

Warmer can help you find a great advisor at YFP Wealth or one who fits your needs even better.

YFP Wealth works with individuals, families, and small-business retirement plan sponsors to provide comprehensive financial planning with investment management, retirement-plan consulting, and one-time life-planning engagements. The firm also offers group educational seminars and speaking engagements on topics such as cash flow, debt management, retirement planning, and tax efficiency. YFP primarily follows a passive investment approach, constructing asset-class-weighted portfolios using index mutual funds and ETFs and documenting strategy in an investment policy statement that reflects clients’ income, net worth, tax objectives, time horizon, and risk tolerance. Accounts are typically managed on a discretionary basis with at least annual reviews, and the firm recommends custodians such as Schwab or Altruist (including using Altruist’s Model Marketplace for certain assigned portfolios). What is notable about YFP compared with many peers is its public-facing education and content activity: the firm sells books, provides paid and pro bono speaking engagements, and references strategic sponsors on its podcast, website, and seminars. YFP also operates a nonprofit focused on financial wellness for pharmacy professionals and incorporates the EVOKE life-planning method into its advisory process, reflecting a practice orientation toward the pharmacy community and broader financial education outreach.

To learn more about the advisors currently working at YFP Wealth, click on their names below to view their profiles, or click here to see them all on a map. Or, if you tell us about your needs, Warmer can help you find the best advisor for you.