We at Aurochs Financial Group work in our client’s best interests to understand their unique issues. The outcome is a flexible but clear and direct road map to achieving their financial goals. This consists of a comprehensive and integrated wealth management plan along with corresponding unbiased custom solutions. Our plans will continue to guide and protect clients in the years ahead, regardless of changing market and economic conditions.
Our Core Values
Aurochs Financial Group practices truly comprehensive financial planning when we will carefully examine your entire financial situation and identify strategies for you to successfully achieve all of life’s milestones.
As a fiduciary, the Aurochs Financial Group advisor is required to act with undivided loyalty to the client. This includes disclosure of how the financial advisor is to be compensated and any corresponding conflicts of interest.
Aurochs Financial Group is centered on our clients and on their personal financial situations. As fee-only financial advisors, we are committed to carefully recommending a prudent course of action that is strictly in the best interests of the client.
The focus of Aurochs Financial Group is to provide you with the very best advice available. We are not tied in any way to a firm or service. Our independence allows us to make recommendations based on your unique needs.
This model minimizes conflicts of interest. As a fee-only financial advisor, Aurochs Financial Group only charges for our advice and/or ongoing management. No other financial reward is provided by any other institution, which means we do not receive commissions on the actions we take on your behalf. Compensation is based on fees paid directly by our clients. In essence, Aurochs Financial Group sells only one thing – our knowledge.
To become a NAPFA Registered Financial Adviser, we were required to undergo a thorough review of our credentials, experience, and knowledge to ensure we have achieved the highest level of financial planning competency available in the industry.
To provide our clients with Peace of Mind regarding their finances by balancing today with tomorrow. We accomplish this by utilizing our process to ensure nothing regarding your finances is overlooked. This is done by helping you chart a course and then assisting with implementation and quarterly monitoring of your personalized plan
Are you ready to create a plan for living the life you’ve always dreamed about? Contact us today to schedule your complimentary discovery meeting.
Your Guide to Financial Independence
Rick Epple, CFP(r)