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In the News: April 23rd, 2020

Crisis Test: Is Your Financial Advisor Really Helping You?


Are you working with a fiduciary or a salesperson?

If you're not receiving actionable advice from your financial advisor beyond "just stay the course" right now, it could be the latter.

Check out what Brett had to say in a recent Nerdwallet article by Liz Weston here:

Crisis Test: Is Your Financial Advisor Really Helping You?

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Brett Koeppel is a fee-only Buffalo financial advisor, CERTIFIED FINANCIAL PLANNERTM , and the Founder/President of Eudaimonia Wealth.  Eudaimonia Wealth is a fee-only, fiduciary, Buffalo financial planner and wealth management firm dedicated to helping families prepare for and transition into retirement by providing independent, objective financial planning and investment management advice.                   

[Photo by Jason Rosewell on Unsplash]