Brett Koeppel, CFP® Eudaimonia Wealth
- 1207 Delaware Avenue Suite 110, Buffalo, NY 14209
- (716) 362-1182
- http://eudwealth.com/
About Brett Koeppel, CFP®
Welcome!
I’m Brett, and I’m glad you’re here.
I’m a proud born and raised Buffalonian passionate about helping others make the most of their money and their lives as they navigate the transition into retirement.
In 2019, I founded Eudaimonia Wealth; a fee-only financial planning firm in Buffalo, NY dedicated to helping local families retire on their terms by providing independent, objective advice.
At Eudaimonia Wealth, we realize we can’t be all things to all people and don’t pretend to be. We specialize in helping people who are at or near retirement and need help putting the pieces together. We partner with families to help them generate income from their savings, optimize their investments, and create a tax-efficient distribution plan that supports their needs.
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.
Disclosure
The annual XYPN membership fee paid by this firm is in consideration of a variety of services and benefits provided by XYPN to its advisor members - including the ability to be listed in this Directory. For a complete description of current XYPN member benefits, please refer to the Membership Benefits section of this website. For current membership pricing, please refer to the Pricing section.
XYPN, due to the compensation it receives from advisors in the form of the annual membership fee, has an incentive to list only these such advisors in the Directory. This creates a material conflict of interest.
Ideal Clients
- Baby Boomers
- Investment Planning & Management
- Retirement Planning
- Tax Planning
Ways Advisor Charges
- Flat Fee
- Assets Under Management
Fee Options:
- Flat Fee: $8250+/engagement
- Assets Under Management: 0.70%
SEC Records:
Disclosure
The annual XYPN membership fee paid by this firm is in consideration of a variety of services and benefits provided by XYPN to its advisor members - including the ability to be listed in this Directory. For a complete description of current XYPN member benefits, please refer to the Membership Benefits section of this website. For current membership pricing, please refer to the Pricing section.
XYPN, due to the compensation it receives from advisors in the form of the annual membership fee, has an incentive to list only these such advisors in the Directory. This creates a material conflict of interest.
