Brett Koeppel, CFP® Eudaimonia Wealth

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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.

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 on the client, not the company, and delivered in a way that people could understand.

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.

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Ideal Clients

  • Baby Boomers
  • Investment Planning & Management
  • Retirement Planning
  • Social Security

Ways Advisor Charges

  • Quarterly Fee
  • Flat Fee
  • Assets Under Management

Fee Options:

  • Quarterly Fee: $2050+/qtr
  • Flat Fee: $8200+/engagement
  • Assets Under Management: 0.70%

SEC Records:

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