facebook twitter instagram linkedin google youtube vimeo tumblr yelp rss email podcast phone blog search brokercheck brokercheck Play Pause

Beyond the Suit

Brett A. Koeppel, CFP® Photo Brett A. Koeppel, CFP® Hover Photo

Brett A. Koeppel, CFP®


(716) 362-1182

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.

On the personal side, I'm a Buffalo sports enthusiast, have played ice hockey and soccer for most of my life, and love the shift in perspective that traveling provides. Here are a few fun facts about me that you might not find elsewhere!

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

Interested in Getting to Know Me Better?

Schedule a Call Today

Charles Schwab & Co., Inc. Photo

Charles Schwab & Co., Inc.


For your safety and convenience, Eudaimonia Wealth uses Charles Schwab & Co., Inc. as a third-party custodian for our client investment and retirement accounts.

Charles Schwab & Co., Inc. administers $7.65 trillion in assets for 34.6 million retirement savers1.

As a trusted custodian, Charles Schwab & Co., Inc. safely holds your investment accounts and provides reporting to you and the IRS each year. Your accounts can be viewed at any time at www.schwab.com or through the Eudaimonia Wealth Client Portal.

To learn more about how client assets are protected at Schwab, click here.

1 As of October 31st, 2023