Loretto, MN Office

YFP Wealth advises individuals, families, and small‑business plan sponsors, delivering comprehensive financial planning with investment management, standalone investment management, retirement plan consulting, life‑planning engagements, and group educational seminars. The firm generally requires a $250,000 investable asset minimum (which may be waived) and also provides one‑time life planning and speaking engagements.

YFP primarily emphasizes passive investment management, preparing written investment policy statements that address asset allocation, tax‑aware asset location, and periodic rebalancing, while offering active management options when appropriate. Accounts are typically managed on a discretionary basis with custody through Schwab or Altruist, and the firm integrates the Kinder Method (EVOKE) life‑planning process into its financial planning work and annual reviews.

The firm’s client education and marketing approach includes paid sponsorships on its podcast and digital channels, the use of speaking engagements and group seminars, and participation in Altruist’s Model Marketplace — practices that are less common among peer advisors. YFP is also affiliated with a nonprofit, YFP Gives, focused on the pharmacy profession and offers member discounts for pharmacists, reflecting a targeted professional‑community emphasis in its outreach.