Certified Financial Planner Buffalo NY

Brett A. Koeppel, CFP®

Founder and President

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.