Brett A. Koeppel, CFP^®

1207 Delaware Avenue, Suite 110
Buffalo, NY 14209-1459

FINANCIAL ADVISOR'S WEBSITE

http://www.eudwealth.com

(716) 362-1182 CONNECT WITH Brett

Compensation

COMPENSATION METHODS

Fee Only

COMPENSATION CONSIDERATIONS

Eudaimonia Wealth is an independent, fee-only registered investment advisor firm located in Buffalo, NY. As a fee-only firm, we act as fiduciaries to our clients and have a legal obligation to act in their best interests at all times.

Minimums

HOUSEHOLD INCOME MINIMUM

No Minimum

Investable Asset Minimum

No Minimum

My Links

Eudaimonia Wealth

General

Brett Koeppel is a CERTIFIED FINANCIAL PLANNER™ professional and member of the Financial Planning Association. Serving clients at in Buffalo, NY and the surrounding communities.

Financial Advisor Overview

I am the President and Founder of Eudaimonia Wealth, a fiduciary, fee-only financial planning firm located in Buffalo, NY. We specialize in helping families understand how to retire with confidence and live the life they want. We provide personalized, objective guidance to help families retire on their terms and make smarter, more intentional decisions with their money.

Financial Advisor Experience

Brett Koeppel is a CERTIFIED FINANCIAL PLANNER™ and native Buffalonian passionate about helping others live better lives by making the most of the money they have. After spending the first eight years of my career with a large wealth management firm, I recognized the need in Buffalo for real financial planning that was focused around the client, not the company, and delivered in a way that people could understand. In 2019, I founded Eudaimonia Wealth; a fee-only financial planning and wealth management firm dedicated to serving families in the WNY area.

Financial Advisor Certifications

Securities Registrations or Exam Qualifications

Designations & Certifications

CERTIFIED FINANCIAL PLANNER™ (CFP^®)

Financial Advisor's Specialties

Comprehensive Financial Planning, 401(k)/403(b)/IRAs, Career Change, Estate Planning, Investment Management, Mutual Funds, Retirement, Stocks & Bonds, Life Planning, Medical & Health Issues, Sudden Wealth