Epple Financial Advisors, LLC
1000 Twelve Oaks Center Drive
Suite 101
Wayzata, MN 55391
Our Value Proposition
We at Epple Financial Advisors (EFA) work in our client's best interest 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 solution. Our plan will continue to guide and protect our clients in the years ahead, regardless of the changing market and economic condition.
Our Mission
To provide our clients with Peace of Mind.
Our Unique Advantage
We achieve our company’s mission by using a proprietary method called The Smart Decision Process™. The process ensures nothing is overlooked and helps you create a dynamic model for making smart financial decisions that are based on your most important goals.
Created by Epple Financial Advisors, LLC, The Smart Decision Process™ will help you take advantage of your time, money, and
opportunities, protect and nurture your family, and achieve your goals.
Our Comprehensive Client Services
- Wealth Management
When the power of the financial planning process is combined with a rigorous and disciplined approach to investment management, we call it wealth management. Our Wealth Management services are offered as an integrated service for a single fee. - Financial Planning
The financial Planning process helps us identify your goals and resources and then establish steps to harness those resources in pursuit of your goals. Your financial plan will cover cash flow and tax planning, risk management, retirement and other goal planning, investment planning, and estate planning. - Investment Management
Investment Management is the process of making the most of your wealth in pursuit of your financial planning goals.
We develop an Investment Policy and a disciplined plan for investing your assets and for monitoring and reviewing them
on an ongoing basis. - Implementation
We assist clients to implement their personalized financial plan as part of the ongoing services.
Our Ideal Client
- Is financial motivated and serious about personal financial success.
- Cares for family community and someone or something other than self.
- Realizes financial planning is about quality of life and not how the hot fund of the month is performing.
- Want to simplify their life by delegating their financial matters to competent, trustworthy professionals.
- Enjoys the idea of having one advisor coordinating all financial things.
- Enjoys life.
- Sense of humor.
- Specialize in helping business owners, dentists, doctors, professionals, and executives.
- Trusts us to assist their friends and family members who fit our ideal client profile by introducing us to them.
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$500,000 of investments and/or Income of $200,000.
Our Senior Financial Advisor – Rick Epple, CFP
Rick is the founder and president of Epple Financial Advisors, a Comprehensive Fee-Only financial planning firm headquartered in the Lake Minnetonka Area of the Twin Cities.
As a qualified professional in the areas of retirement strategies and investments, Rick has been interviewed and contributed to articles in the Washington Post, Money Magazine, Kiplinger's Personal Finance Magazine, Parent's Magazine, NAPFA Advisor, and Fortune Magazine.
Rick has also contributed to the Book "Just Give Me the Answer$: Expert Advisors Address Your Most Pressing Financial Questions".
Rick 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.
Rick knows that most clients have concerns about two things: their financial future and selecting the right advisor. Choosing a financial advisor with ethics and integrity is a vital part of getting a sense of peace about their financial future.
He says, "I have two goals for every client: I want to be the kind of financial advisor whose integrity and character would be good enough for my own mother. And I want to help each client create enough wealth so that they have the resources to live a life with no regrets–the life they have always dreamed about."
Rick is a leader in the financial planning community. He serves on the Midwest Regional Board for the National Association of Personal Financial Advisors (NAPFA) and for a number of years was the Director of Career Development for the Minnesota Financial Planning Association.
In his leisure time, Rick loves working out and playing basketball. He stays active by coaching his children's sports teams. Rick has been married for 15 years to his wife Madalyn. They have a daughter, Bridget and son, Evan. As a family, they enjoy spending time together by volunteering for different organizations, skiing, and traveling.
NAPFA: The National Association of Personal Financial Advisors is the nation’s leading organization of Fee-Only comprehensive financial planning professionals.
Please be aware that Epple Financial Advisors, LLC has a portfolio minimum of $500,000 to accept inquiries through this directory.
