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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

TD Ameritrade Institutional Photo

TD Ameritrade Institutional

Custodian

Eudaimonia Wealth has selected TD Ameritrade as the primary custodian where our clients’ accounts are safely held.

We chose to hold our client’s investment and retirement accounts at TD Ameritrade because of their:

  • Award-winning and industry leading technology
  • Innovative solutions and robust research
  • Low-cost investment options
  • Industry advocacy for fiduciary advice

Since 1975, TD Ameritrade has been an outspoken advocate for the best interest of the consumer.  Today, TD Ameritrade provides custodial services to more than 7,000 independent registered investment advisors and investing services to approximately $1.3 Trillion in entrusted client assets.1

1 As of FY2019 Q2