Epple Financial Advisors for Dentists
"To help you live the life of your choice through the accumulation and conservation of your financial resources."
Rick Epple, C.F.P® • Senior Financial Advisor
Rick has been working with business owners, dentists, doctors, professionals, and executives, helping them develop their personalized plan to achieve financial independence. "My mission is to provide Clients with Peace of Mind. This is accomplished by utilizing our process to insure nothing regarding finances is overlooked," says Rick. A popular speaker, he has been asked to talk on “Planning for Retirement” at conferences including the FBI, University of Minnesota, and USDA.
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 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 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 14 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.
Review Rick's Latest Dentist Wealth Management Article.
