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Beyond the Suit

Brett A. Koeppel, CFP® Photo

Brett A. Koeppel, CFP®

Founder

(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:

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 Habitat for Humanity Buffalo, the board of directors for the Financial Planning Association of WNY, 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