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In the News: December 12th, 2019 Thumbnail

In the News: December 12th, 2019

Our president, Brett Koeppel, was recently featured in an article written by Jeff Benjamin of InvestmentNews about Bank of America's decision to eliminate commissions on its Merrill Edge online investing platform.

Check out the full article below to read his comments on why he believes this is a positive development for consumers and fiduciary financial advisors as a whole.


BofA puts final nail in the coffin of commissions on Merrill Edge platform 

Brett Koeppel is a fee-only CERTIFIED FINANCIAL PLANNERâ„¢ based in Buffalo, NY and is the founder of Eudaimonia Wealth.  Eudaimonia Wealth is a financial planning and wealth management firm located in Buffalo, NY that specializes in helping families seeking guidance as they prepare for retirement.  As a fee-only, fiduciary, registered investment advisor, Eudaimonia Wealth provides independent, objective financial planning and investment management to help clients achieve clarity and confidence in their financial lives.

[Photo by Jason Rosewell on Unsplash]