Rick Epple, , CFP®

About Me

About My Firm

Title in the firm: Rick Epple is the founder and president of Epple Financial Advisors, a Comprehensive Fee-Only financial planning firm headquartered in the Lake Minnetonka Area of the Twin Cities.

Licenses, Certifications and Designations: Rick Epple is a CERTIFIED FINANCIAL PLANNER™

Biography: Rick Epple has been working with business owners, dentists, doctors, and other professionals for many years. He helps them develop and implement a personalized plan to achieve financial independence. “My mission is to provide clients with peace of mind. I do this using a proprietary method I developed called The Smart Decision Process™. The process ensures nothing is overlooked and while helping you create a dynamic model for making smart financial decisions that are based on your most important goals. A popular speaker, he has been asked to talk on “Planning for Retirement” at conferences including the FBI, University of Minnesota, and USDA.

How do I take action?
It is our belief that while we have been very successful in helping many people just like you, we must learn more about you as an individual before we can truly know if our process and our services are right for you. That’s why we offer a complimentary Starter Session. It enables us to understand where you are and where you are going while helping you gain greater clarity around your current situation (both the good and the bad), identify your most important goals, and explore the best options available to you for achieving your goals.

Please call or e-mail if you are interested in exploring this opportunity. We will have a short preliminary conversation, and if we both think there is a fit, we can book your Starter Session. (The session takes about 90 minutes and we ask you to complete a Starter Kit prior to the session, which will take between 15 and 30 minutes to complete.)

Geographic Area Served: Wayzata, Minneapolis, and surrounding areas

Services: Comprehensive, Fee-Only financial planning and ongoing wealth management services for families, business owners and dentists who are looking to delegate some level of responsibility for managing their financial affairs.

Firm Overview: We at Epple Financial Advisors work in our client’s best interests to understand their unique issues and create a flexible but clear and direct road map to achieve their goals. This consists of a comprehensive and integrated wealth management plan and corresponding unbiased custom solutions. Our plans will continue to guide and protect clients in the years ahead, regardless of changing market and economic conditions.

Fee Details: Comprehensive Fee-Only financial planning