RP
RP Financial Responsible Planning
About Us

Built on Minnesota Values

Integrity. Precision. Commitment to your success.

Our Mission

Empowering Financial Confidence

RP Financial was founded on a simple belief: every person and business deserves access to precise, honest financial guidance. We don't believe in one-size-fits-all solutions or jargon-filled reports that collect dust on a shelf.

Instead, we deliver actionable strategies built on data, communicated with clarity, and designed to evolve with your life. That's the RP difference — responsible planning that actually works.

15+
Years Serving Minnesota
500+
Clients & Families
98%
Client Retention
24hr
Response Time
Professional financial services
Our Values

The Principles That Guide Us

Integrity First

We do the right thing, even when no one's watching. Our advice is always in your best interest.

Precision Always

Details matter. Every number is verified, every strategy stress-tested, every plan meticulously crafted.

Client Partnership

You're not a number. We build lasting relationships and treat your goals as our own.

Continuous Growth

Markets evolve, and so do we. We stay ahead of trends to keep your strategies current and effective.

Our Team

Meet the People Behind RP

Experienced professionals dedicated to your financial wellbeing.

CP

Colin Pote

Founder & Principal Advisor

With deep expertise in retail price efficiency and financial strategy, Colin leads RP Financial with a commitment to Minnesota values and client success.

RP

The RP Team

Dedicated Professionals

Our team of analysts, planners, and advisors work together to deliver comprehensive financial solutions tailored to each client's unique needs.

Let's Work Together

Ready to experience the RP difference? We'd love to hear from you.

Schedule Your Consultation
Financial planning and wealth management Executive team reviewing quarterly reports
Modern office environment with professionals