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 the families served. I knew there was a better way.
In 2019, I chose to leave the brokerage world and establish Eudaimonia Wealth. As an independent, fee-only registered investment advisor, I'm proud to 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 to make a meaningful impact in the lives of others. 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 grew up in Kenmore, attended Canisius College, and live in the Elmwood Village alongside my wife, Erin. I currently serve on the board of directors for the Financial Planning Association of WNY, and 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?
