Rick Epple
CFP®, CeFT®
Aurochs Financial Group
Wealth Manager
Rick Epple
CFP®, CeFT®
Aurochs Financial Group
Wealth Manager
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. - Rick Epple, CFP®, CeFT®
Aurochs Financial Group is a fee-only wealth management firm serving clients in Minneapolis/St. Paul, MN area and Nationally
Rick Epple is a Wayzata, MN fee-only financial planner. Aurochs Financial Group provides comprehensive and ongoing wealth management to help clients organize, grow and protect their assets through life’s transitions. As a fee-only, fiduciary, and independent financial advisor, Rick Epple is never paid a commission of any kind, and has a legal obligation to provide unbiased and trustworthy financial advice.
Rick Epple is the founder and president of Aurochs Financial Group, a comprehensive fee-only wealth management and fiduciary firm located in Wayzata, MN and works with 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 goals. Based on a desire to provide the most thorough goal-oriented plans, 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 earned 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. To better help clients on the personal side of money, he obtained his Certified Financial Transitionist® designation in early 2017.
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.”
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. He sponsors and supports the Minneapolis West Chapter of the Modern Widow’s Club.
Rick loves spending time with his wife, kids and friends. He’s works out regularly and enjoys traveling, downhill skiing and walking.
PROFESSIONAL MEMBERSHIPS
Certified Financial Planner (CFP®)
Certified Financial Transitionist®
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
Wayzata Chamber of Commerce
Rick Epple is a Member of the National Association of Personal Financial Advisors
The National Association of Personal Financial Advisors (NAPFA) is a 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.
Specialties
- Comprehensive Financial Planning
- Retirement Income Planning
- Investment Management
- College Education Planning
- Tax Planning
Ideal Clients
- Retirees and Near Retirees
- Widows/Single Women
- Sudden Money Situations
- Can Handle the Truth
- Delegators
Working Together
- In-Office Meetings
- Virtual Meetings
- Clearly Defined Fees
- No Product Sales
- Complimentary Initial Consultation
Professional Designations & Affiliations
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Rick Epple is a NAPFA-Registered Financial AdvisorThe National Association of Personal Financial Advisors (NAPFA) is a leading professional association of Fee-Only financial advisors—highly trained professionals who are committed to working in the best interests of those they serve.
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Rick Epple is a CERTIFIED FINANCIAL PLANNER™ Professional - Click for VerificationCFP® 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.
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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.
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Rick Epple is a Certified Financial Transitionist® (CeFT™)A Financial Transitionist® is a professional with an established career in the financial services industry who recognizes the importance and the power of the personal side of money and the unique challenges of transitions. Financial Transitionists® have a rich and comprehensive understanding of how people subjectively experience change, and are able to co-create their highest outcomes with them.
Contact Rick Epple
Office Locations:
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15600 Wayzata Blvd.
Suite 100
Wayzata, MN 55391
