Richard L. Epple,  CFP<sup>&reg;</sup> - Financial Advisor

Richard L. Epple, CFP®



Aurochs Financial Group

15600 Wayzata Blvd, Suite 100
Wayzata, MN 55391
(866) 678-8194
(952) 470-5049
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Richard Epple is a CERTIFIED FINANCIAL PLANNER™ professional and member of the Financial Planning Association. Serving clients at Aurochs Financial Group in Wayzata, MN and the surrounding communities.

Financial Advisor Overview

2nd Opinion Service
In this challenging economy, you may be in a complex situation or just unhappy with the advice from your financial advisor—it’s not uncommon. We believe that many successful investors would value a second opinion on their finances.

In order to help people achieve their financial goals, we have created a complimentary second-opinion service.

We’re pleased to offer you the same expertise and guidance that our clients have come to expect.
We'll take you through the discovery process to get very clear on where you are now, where you want to go and what the gaps are. Then we'll evaluate whether your current financial advisors are taking good care of you. If they are, we'll recommend that you stay with your current advisors. If not, we'll evaluate whether we would be the right advisors.  Since we limit our practice to a few households that we can make a significant impact on, it is important that we only onboard households that have the financial complexity to warrant our comprehensive approach.  If we're not the right advisors for you, we promise to point you in the direction of the right solutions. 

Follow the following link for more information and to fill in your information to start the 2nd opinion process.


Financial Advisor Experience

  • CFP certificate
  • Certified Financial Transitionist, CeFT
  • Member, Financial Planning Association
  • Member, National Association of Personal Financial Advisors
  • Contributed to articles in the Washington Post, Kiplinger’s Personal Finance Magazine, and Money Magazine and Money Magazine.

Financial Advisor Certifications

Securities Registrations or Exam Qualifications


Designations & Certifications

  • Other - CeFT(r)

Broker-Dealer Disclaimer

Financial Advisor's Specialties

Budget & Debt Management, Comprehensive Financial Planning, 401(k)/403(b)/IRAs, Charitable & Planned Giving, Asset Allocation, Business Taxes, Career Change, Investment Management, Estate Planning, Corporate Finance, Employee Benefits, Mutual Funds, Real Estate, Insurance, Job Loss, Startup, Retirement, Life Planning, Long-term Care, Succession Planning, Medical & Health Issues, Sudden Wealth, Men's Finances, Women's Finances


Helpful Financial Planning Resources