(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.