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Meet Brett
Beyond the suit
Hi, I’m Brett. I’m a born-and-raised Buffalonian passionate about helping people live better lives by making more confident financial decisions.
Since 2013, I’ve worked with families who have saved well but want help coordinating income, taxes, investments, and giving in retirement. In 2019, I left the brokerage world and founded Eudaimonia Wealth to provide independent, objective advice as a fee-only fiduciary.
The families I work with have usually done the hard part already. They saved diligently for thirty years. Now they need help shifting from saving to spending, which requires a different skill set. Most worry less about running out of money than about making an irreversible decision or missing something major that derails their plans.
If I can play a small part in those productive conversations, you can take more trips, spend more time with your grandchildren, and give more to the causes you care about. That's the part of the job that energizes me most.
The professional part
I’m passionate about the work I do and the opportunity to make a meaningful impact on others' lives. I hold the CERTIFIED FINANCIAL PLANNER™ designation and am a member of the following professional organizations:
The personal stuff
I live in Kenmore with my wife Erin and son Colin, who joined us in September 2026. We love to travel, hike, and spend the majority of our time outdoors.
I attended Canisius University and enjoy staying actively involved in the many things that make Buffalo great. I currently serve on the board of the Financial Planning Association of Western New York and on the Professional Advisor Council for the Community Foundation for Greater Buffalo.
If you have looked at my photos and concluded I own an unreasonable number of Bills shirts, I would direct you to the evidence below, which supports your conclusion.
A few facts
Things you won't find on my Form ADV
Roommate
Samson, a gray tabby with strong opinions
In my free time I'm typically
Reliving my glory days on a nearby hockey rink
Happy hour order
Big Ditch Dayburner
Coolest thing I have done
Visited an elephant sanctuary in Thailand
Top Local hiking spot
Niagara Gorge
Tradition I look forward to most
The annual Bills away-game road trip
Go-to local slice
Sports City Pizza Pub
Favorite hobby
Anything fitness - including but not limited to hockey, soccer, golf, and running as of late
The rest of it
Where you can usually find me
Here are some highlights of our favorite pre-Colin travels and experiences from recent years. Many more to come!
Where your money sits
Your acounts stay in your name at Schwab
Client accounts are held at Charles Schwab & Co., an independent custodian. Your assets remain in your name, and you receive statements and tax documents directly from Schwab. You can also log in anytime to see your accounts, holdings, and activity.
As your advisor, I manage your investments and deduct the agreed-upon advisory fee. Schwab remains responsible for custody of your assets, keeping that role separate from the advice and investment management I provide.
Start with a conversation.
The first step is a 30-minute phone call. Tell me what’s on your mind and what you’re hoping to accomplish, and we’ll see if working together makes sense. No preparation required.