Brett Koeppel, CFP® Eudaimonia Wealth

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About Brett Koeppel, CFP®

Welcome! I’m Brett Koeppel CFP®.

I am a proud born and raised Buffalonian passionate about helping others live better lives by making the most of the money they have. In 2019, I founded Eudaimonia Wealth; a fee-only financial planning and wealth management firm dedicated to serving families in the WNY area.

After spending the first eight years of my career with a large wealth management firm, I recognized the need in Buffalo for real financial planning that was focused around the client, not the company, and delivered in a way that people could understand.

At Eudaimonia Wealth, we work with successful families who are seeking guidance as they approach retirement or add complexities to their financial lives. We help our clients achieve clarity and confidence with their finances by providing truly independent, objective, expert financial planning. Our goal is to show clients how to take control of their money by putting an actionable plan in place, so they can focus their time and energy on the things they value most in life.

Eudaimonia (pronounced you-day-mo-nia) is a term from Greek philosophy used to describe an ultimate state that could be achieved by living a life of meaning, purpose, and fulfillment. It was considered to be a state of “peak performance in the art of living,” and represents to the core what I believe real financial planning is all about.

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Ideal Clients

  • Coronavirus Relief
  • Investment Planning & Management
  • Mid-Career Professionals
  • Retirement Planning

Ways Advisor Charges

  • Monthly Fee
  • Flat Fee
  • Hourly
  • Assets Under Management

Fee Options:

  • Monthly Fee: $250+/mo
  • Flat Fee: $2,000+/engagement
  • Hourly Fee: $200+/hr
  • AUM: 1.0%

SEC Records:

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