Richard Epple (BS, CFP®, Other)

Richard Epple focuses in the
following client markets or areas of practice:

  • AUM
  • Fixed Fee (Subscription, Retainer, etc.)
  • Investment Advice with Ongoing Management
  • Medical Professionals
  • Retirement Planning & Distribution Rules
  • Women's Financial Planning Issues

Planning Specialties

Are we a good fit for each other? If you see yourself in most of the qualities below, we encourage you to contact us for a complimentary discovery meeting to explore your options.

Fee-Only Wealth Management For:

  • Successful couples nearing retirement & wanting financial independence.  Are we ready?  How do we make the most out of retirement?
  • Successful women in transition including losing a spouse, inheritance, retirement, career change, and divorce.

 

 

Additional Information

Rick is the founder and president of Aurochs Financial Group, a comprehensive wealth management and fiduciary firm with 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.  Rick earned the Certified Financial Transitionist® designation in 2017.

“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.

NAPFA Start Date

April 29, 1999

Industry Start Date

November 01, 2000

This Office

15600 Wayzata Blvd Ste 100 Wayzata, MN 55391-1434 Phone: (952) 470-5049 Fax: (952) 241-0575