Awards & Recognition
Brett was named as one of Investopedia's Top 100 Financial Advisors for 2022!
The Investopedia 100 celebrates financial advisors who are making significant contributions to critical conversations about financial literacy, investing strategies, life-stage planning and wealth management. With more than 100,000 independent financial advisors in the U.S., the Investopedia 100 spotlights the country’s most engaged, influential, and educational advisors.
Brett was named as one of Investopedia's Top 100 Financial Advisors for 2021!
Brett Koeppel was named as Investopedia’s Top Financial Advisors list in 2021 and 2022, which recognizes independent U.S.-based financial advisors who excel in areas such as reach, commitment to financial literacy, and community support. Advisors were evaluated based on factors including the domain authority of their blog or website, influence on social media and podcasts, participation in financial education programs and community initiatives, peer nominations from industry professionals, and engagement within the financial planning community. Only advisors who applied were considered, and not all advisors were evaluated. Each advisor’s CRD number was verified, and applications were reviewed for accuracy and quality. The rankings are based on a weighted scoring methodology, and Investopedia does not receive compensation from advisors for inclusion or placement on the list. This recognition does not reflect any client experience, investment performance, or guarantee future results.
Eudaimonia Wealth has been named as one of the Three Best Financial Service Providers in Buffalo!
Press
Read Brett's latest commentary and contributions to the media
Developing Empathy with Pro Bono Clients
The Bitcoin Rally Has Driven Up Crypto Donations—How To Use Them To Score a Tax Break
401(k) Rollovers Are Tedious And Can Take a Few Months, But You May Regret Not Doing One
WNY financial planner offers tips for reducing stress on Tax Day
WNY financial planner on changes that could impact your tax return
Four Lucrative Tax Deductions That Seniors Often Overlook
3 smart ways to prepare for next year’s taxes now
The last chance for some retirees to avoid a 25% tax penalty is April 1
Western NY financial planner addresses concerns over current stock market volatility
Here’s how much cash you need to ride out a recession at different life stages, according to financial advisors
Most retirees will need long-term care. These are the best ways to pay for it
Financial planners say their clients never want to hear 4 smart money tips
The pandemic forced Americans to face unprecedented financial dilemmas. Here’s how advisors have stepped in to help
Gifting Stock to Family Members: What to Know
The Challenges of Starting an RIA From Scratch
How To Have Others Help You Save For College
Financial Advisor Website Showcase: Eudaimonia Wealth
What Happens If Your Stockbroker Shuts Down?
Biotech ETFs: How to Choose the Right Fund for You
Fixed-Income Investments: What They Are and How to Get Started
Crisis Test: Is Your Financial Advisor Really Helping You?
Advisors Join the Fight Against COVID-19
BofA puts final nail in the coffin of commissions on Merrill Edge platform
Media Kit
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