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!
Eudaimonia Wealth has been named as one of Buffalo's Best Financial Advisors for 2021!
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
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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