Brett A. Koeppel, CFP®
(716) 362-1182
brett@eudwealth.com
Welcome! I’m a born and raised Buffalonian, and the founder of Eudaimonia Wealth.
I’ve spent the majority of my career working for a large wealth management firm. Over time, I realized the focus was more on how to make the firm more money, not how to make a greater difference in the lives of others. I knew there had to be a better way.
In 2019, I chose to leave the corporate world and founded Eudaimonia Wealth. As an independent, fee-only registered investment advisor, I provide advice 100% of the time under the fiduciary standard; a legal requirement to always put the interests of my clients first.
I’m passionate about the work I do and the opportunity it provides to make a meaningful impact in the lives of others. I hold the CERTIFIED FINANCIAL PLANNER™ designation, and am a proud 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 grew up in Kenmore, attended Canisius College, and am thrilled to still call Western New York home alongside my wife, Erin. I currently serve on the board of directors for Habitat for Humanity Buffalo, and enjoy staying actively involved in the many things that make Buffalo great.
Interested in Getting to Know Me Better?
