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Profile rick epple
Aurochs Financial Group
Minneapolis, MN

Rick Epple

CFP®, FPA
A fee-only financial transitionist that helps clients figure out retirement.
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Meet Rick

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Introduction - Rick Epple
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How We Help - Rick Epple - Auroch Financial Group
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Transition - Rick Epple
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Dentists - Rick Epple
Video Transcripts

Rick is the founder and president of Aurochs Financial Group (formerly Epple Financial Advisors), a comprehensive fee-only financial planning and fiduciary firm an office 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…

Rick is the founder and president of Aurochs Financial Group (formerly Epple Financial Advisors), a comprehensive fee-only financial planning and fiduciary firm an office 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 objectives. 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 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.

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 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 works out regularly, and enjoys traveling, downhill skiing, and walking.


Services offered

Investment Management
Financial Planning
Investment Consulting
Retirement Planning
Tax Planning
College Planning
Real Estate & Mortgage Advisory
Estate Planning
Insurance Management
Socially Responsible Investing
Employer Sponsored Retirement Plans

Experience with

Small business owners
Medical professionals
Business executives
Entrepreneurs
Families

Fee structure

Based on % of assets

Certifications and licenses

CFP® - CERTIFIED FINANCIAL PLANNER™

Memberships

NAPFA - National Association of Personal Financial Advisors
FPA - Financial Planning Association

Education

Bachelors
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