Brett Koeppel (CFP®)

Brett Koeppel focuses in the
following client markets or areas of practice:

  • Baby Boomers
  • Estate & Generational Planning Issues
  • Financial Psychology/Coaching
  • Investment Advice with Ongoing Management
  • Retirement Plan Investment Advice
  • Retirement Planning & Distribution Rules

Additional Information

Welcome! I’m a born and raised Buffalonian, and the founder of Eudaimonia Wealth.

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.

I chose to leave the corporate world and start Eudaimonia Wealth because I wanted to make a greater difference in more people’s lives through my work.  As an independent, fee-only registered investment advisor, our firm provides advice under the fiduciary standard; a legal requirement to always put the interests of our clients first.


I’m passionate about my opportunity to make a meaningful impact in the lives of others, and am committed to constantly growing as a professional.  I hold the CERTIFIED FINANCIAL PLANNER™ designation and am also an active member of the Financial Planning Association and XY Planning Network.

I grew up in Kenmore, attended Canisius College, and am thrilled to still call Buffalo home today.  When I’m not building financial plans, you can often find me at a hockey rink, Bills game, or sampling a flight at a nearby brewery with my wife, Erin.  I currently serve on the board of directors for Habitat for Humanity Buffalo and enjoy staying actively involved in the many things that make Buffalo great.
 

NAPFA Start Date

September 24, 2019

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This Office

1207 Delaware Avenue, Suite 110 Buffalo, NY 14209 Phone: (716) 362-1182