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Beyond the Suit

Brett A. Koeppel, CFP® Photo

Brett A. Koeppel, CFP®

Founder and President

(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:

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.


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pet/roommate: 
Samson, gray tabby
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where you can usually find me: 
reliving my glory days on a nearby hockey rink
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happy hour selection: 
Big Ditch Hayburner
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coolest life experience: 
visiting an elephant sanctuary in Thailand
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top hiking spot: 
Niagara Gorge
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tradition I look forward to most: 
annual Bills away game road trip
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go-to local slice: 
Sports City Pizza Pub
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favorite neighborhood: 
Elmwood Village for life!


Interested in Getting to Know Me Better?

Schedule a Call Today