Brett A. Koeppel, CFP®
(716) 362-1182
brett@eudwealth.com
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 chose to leave the big brokerage world and establish Eudaimonia Wealth. As a fee-only fiduciary, I provide independent, objective advice and am legally required to act in my clients’ best interests at all times.
My belief is that shifting from saving to spending is a major life transition that most people don’t feel fully prepared for. For many, the concern isn’t running out of money-it’s about making the right decisions in the right order, and avoiding costly tax and planning mistakes along the way. If I can help facilitate conversations around money, that means more memories created, passions pursued, and causes supported.
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:
- CFP Board
- National Association of Personal Financial Planners (NAPFA)
- Financial Planning Association (FPA)
- XY Planning Network
- Fee-Only Network
I attended Canisius University and live in Kenmore alongside my wife, Erin. I currently serve on the board of directors for the Financial Planning Association of WNY, the Professional Advisor Council for the Community Foundation for Greater Buffalo, and I enjoy staying actively involved in the many things that make Buffalo great.
On the personal side, I'm a Bills and Sabres fanatic, have played ice hockey and soccer for most of my life, and enjoy traveling. Here are a few fun facts about me that you might not find elsewhere!
Interested in Getting to Know Me Better?
