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 Brett Koeppel, CFP®.

I am a native 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.

As a lifelong Western New York resident, I’m proud to still call Buffalo home.  I attended Canisius College and earned a degree in finance in 2011. In addition, I hold the CERTIFIED FINANCIAL PLANNER™ designation; demonstrating my commitment to the highest standards of integrity and professionalism in the industry.

When I’m not helping others plan their futures, you can often find me at a hockey rink, Bills game, or sampling a flight at a nearby brewery with my wife Erin.  I also serve on the board of directors for Habitat for Humanity Buffalo and am an active member of the Financial Planning Association of WNY, Toastmaster’s International and Junior Achievement of WNY.

NAPFA Start Date

September 24, 2019

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This Office

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