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 to Investopedia’s Top Financial Advisors list in 2021 and 2022, which recognises independent U.S.-based financial advisors based on Investopedia’s proprietary evaluation criteria. Advisors were evaluated using factors determined by Investopedia, which may include digital reach, participation in financial education and community initiatives, peer nominations, and engagement within the financial planning community. Each award was based on Investopedia’s annual evaluation process for the respective year. Investopedia does not disclose a specific performance measurement period or data cut-off date. Only advisors who applied were considered. The firm does not pay a fee to be considered for inclusion or placement on the list. The awards were conferred on June 28, 2021, and July 11, 2022, respectively. This recognition does not reflect client experience, investment performance, or guarantee future results.
Eudaimonia Wealth has been named as one of the Three Best Financial Service Providers in Buffalo!
Eudaimonia Wealth was named as one of the ‘3 Best Financial Services in Buffalo, NY’ by ThreeBestRated®, which recognises financial services providers based on ThreeBestRated®’s proprietary 50-Point Inspection process. Businesses are evaluated annually using factors determined by ThreeBestRated®, which may include reputation, reviews, ratings, customer satisfaction, complaints, pricing, trust, and history. The award was based on ThreeBestRated®’s evaluation process at the time the award was conferred on May 25, 2025, and does not disclose a specific performance measurement period or data cut-off date. The firm does not pay a fee to be considered for inclusion or placement on the list. This recognition does not reflect client experience, investment performance, or guarantee future results.
Press
Read Brett's latest commentary and contributions to the media
Early retirement: Buffalo tax pros share tips for making it happen
These inherited IRA mistakes could reduce your windfall, advisors say. How to avoid them
It Takes More Than Savings To Be Happy in Retirement—Here’s What Else Really Matters
‘Why Am I Doing This?’ These Investors Are Locking In Stock Gains While They Can
N.Y. financial planner's recommendations on buying stocks amid post-tariff volatility
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
The logos displayed above represent financial publications in which Brett Koeppel, Founder of Eudaimonia Wealth, has been quoted for general market commentary. These appearances were facilitated through the Financial Planning Association’s media platform, for which the firm pays an annual membership fee. Neither Brett nor the firm receives compensation from the publications, and the appearances should not be construed as endorsements, testimonials, or rankings of the firm or its services.
Media Kit
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