Aurochs Financial Group
Aurochs Financial Group is a fee-only wealth management firm serving clients in Minneapolis/St. Paul, MN area and Nationally
Rick is the founder and president of Aurochs Financial Group, a comprehensive fee-only financial planning and fiduciary firm in Wayzata, MN and serves clients nationally. He aims to help clients live the life they choose through the accumulation and conservation of their financial resources.
Having his client’s best interests at heart, Rick enjoys long-term relationships with his clients, ultimately to be there and see them achieve their most important objectives in line with their most important values. Based on a desire to provide the most thorough goal-oriented planning, Rick developed a proprietary system called The SMART Decision Process™. This investigative and planning tool allows for flexibility and diligence in achieving objectives throughout future life changes.
Rick first applied his detail-oriented, strategic mind to engineering, getting his BS in Engineering from Purdue University. Having been inspired by the results of his NAPFA (National Association of Personal Financial Advisors) advisor, he got his Certified Financial Planner® certification from the College for Financial Planning. He then followed a dream of owning his own business, and opened Aurochs Financial Group in 2002.
“One of the most important things I can do is to help families put a plan in place that is in line with their most important values,” says Rick.
Rick’s expertise is frequently sought by the media. He’s been interviewed numerous times as a subject matter expert by U.S. News & World Report, The Wall Street Journal, Fortune Magazine, Kiplinger’s Personal Finance, Money Magazine, The Washington Post, Smart Money Magazine, Parent’s Magazine, NAPFA Magazine, Advisors 4 Advisors, Investment News, Minneapolis Star, Northwest Dentistry Magazine, Dental Products Report Magazine and many others. Rick also contributed to the book "Just Give Me the Answer$: Expert Advisors Address Your Most Pressing Financial Questions." He was selected as one of the Best Financial Advisers For Dentists by Dental Practice Report Magazine for 2011, 2012, and 2013.
Rick delights in helping people and giving back to the community. He served on the Midwest Regional, National Board, and Ethics Committee for NAPFA, where he has also served as a MN Study Group Leader. Additionally, he is a School Board Member for his church, Our Lady of the Lake, and has served in other capacities there as well.
A family man, Rick loves spending time with his wife, kids and friends. He’s works out regularly and enjoys travelling, volunteering and walking.
Certified Financial Planner (CFP®)
National Association of Personal Financial Advisors (NAPFA)
Past NAPFA MN Study Group Leader, Midwest Regional Board, National Board, Ethics Committee
Past FPA Career Development Director
Board Member – Our Lady of the Lake Catholic School
Wayzata Chamber of Commerce
Northern Dental Alliance – Co-Founder and leader
Rick Epple is a Member of the National Association of Personal Financial Advisors
The National Association of Personal Financial Advisors (NAPFA) is the country’s leading professional association of Fee-Only financial advisors - highly trained professionals who are committed to working in the best interests of those they serve.
NAPFA members live by three important values:
- To be the beacon for independent, objective financial advice for individuals and families.
- To be the champion of financial services delivered in the public interest.
- To be the standard bearer for the emerging profession of financial planning
Office: Wayzata, MN (Minneapolis). Through our use of technology, we serve clients from all across the US.
You’d like to have enough wealth so you can live a life with no regrets–the life you’ve always dreamed about.
And yet, you know how overwhelming and confusing it can be. Which solutions are the right ones for you and your dreams? How can you be sure you’ll be in the right position for life’s changes?
Let’s plan for it. Because so much is possible with a strategic, consistently implemented plan, we’ve created a proprietary method called The Smart Decision ProcessTM. This method ensures nothing is overlooked while creating a dynamic model for making smart decisions based on your most important objectives and values. Simply put, it allows for flexibility and diligence in achieving your goals throughout the planned and unexpected developments in your life.
Additionally, you’d like the kind of financial advisor whose integrity and character would be good enough for his or her own mother. As a comprehensive fee-only financial planning and fiduciary firm, we do not have ties to other financial institutions, and you pay us no commissions. We’ve found this to be the perfect way to act in your best interests.
We’re here for the long-term with you. Ultimately, to be there to see you living that life of your dreams.
We’re planning your success.
Fee-Only, Fiduciary, Independent: Three Important Criteria to Consider When Choosing a Financial Advisor.
- Comprehensive Financial Planning
- Retirement Income Planning
- Investment Management
- College Education Planning
- Tax Planning
- Retirees and Near Retirees
- Growing Families
- Business Owners and Executives
- Sudden Money Situations
- Novice Investors
- In-Office Meetings
- Virtual Meetings
- Clearly Defined Fees
- No Product Sales
- Complimentary Initial Consultation
Professional Designations & Affiliations
Rick Epple is a NAPFA-Registered Financial Advisor
The National Association of Personal Financial Advisors (NAPFA) is the country’s leading professional association of Fee-Only financial advisors—highly trained professionals who are committed to working in the best interests of those they serve.
Rick Epple is a CERTIFIED FINANCIAL PLANNER™ Professional - Click for Verification
CFP® professionals are held to strict ethical standards to ensure financial planning recommendations are in your best interest. What’s more, a CFP® professional must acquire several years of experience related to delivering financial planning services to clients and pass the comprehensive CFP® Certification Exam before they can use the CFP® designation.
Rick Epple is a member of The Financial Planning Association® (FPA®)
FPA® is the largest membership organization for CFP® professionals in the U.S. and supports high standards of professional competence, ethical conduct, and clear, complete disclosure when serving clients.
Rick Epple is a member of the Sudden Money® Institute and a Financial Transitionist®
For over 15 years, the Sudden Money® Institute has been the nation's leader in the study and practice of Financial Transitions Planning. We've been helping individuals and families think through and move through major life events so that their experience of moving from what was to what will be is as healthy and enriching as possible.
Contact Rick Epple
15600 Wayzata Blvd.
Wayzata, MN 55391