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Brett Koeppel (CFP®)

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

  • Baby Boomers
  • Estate & Generational Planning Issues
  • Investment Advice with Ongoing Management
  • Retirement Plan Investment Advice
  • Retirement Planning & Distribution Rules
  • Tax Planning

Planning Specialties

Hi, I’m Brett. I’m a born-and-raised WNYer and the founder of Eudaimonia Wealth, a fee-only financial planning firm based in Buffalo, NY. Since 2013, I’ve worked with families who have saved well but want help coordinating income, taxes, investments, and giving in retirement. Shifting from saving to spending is a major life transition that most people don’t feel fully prepared for. For many, the concern isn’t running out of money-it’s about making the right decisions in the right order, and avoiding costly tax and planning mistakes along the way. I work with families to: ?? Create a clear, tax-efficient strategy for turning savings into a reliable paycheck ?? Coordinate withdrawals, Social Security, and required distributions ?? Reduce lifetime taxes through strategic, forward-looking planning ?? Develop the confidence to spend and give in a way that aligns with their values Eudaimonia (pronounced you-day-mo-nia) is a concept in Greek philosophy that describes human flourishing and a meaningful life. It reflects my belief that the goal of financial planning isn’t just accumulation, but helping people use their wealth well. As a fee-only fiduciary, I provide independent, objective advice and am legally required to act in my clients’ best interests at all times.

Current Professional Associations:

 


 

Additional Information

I grew up in Kenmore and attended Canisius University, where I earned a degree in Finance.   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 building financial plans, you can most often find me at a hockey rink, Bills game, or sampling a flight at a local brewery with my wife, Erin.  I currently serve on the board of directors for the Financial Planning Association of WNY, volunteer with Habitat for Humanity Buffalo, and enjoy staying actively involved in many of the things that make Western New York great.
 

NAPFA Start Date

September 24, 2019

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Disclaimer: Limitations. This list only serves as a resource to assist an individual in identifying a potential advisor for their review and consideration. The appearance of an adviser on the list is not endorsement by NAPFA of that advisor's services. There can be no assurance that you will experience a certain level of results or satisfaction if you engage a listed advisor. Except for the NAPFA membership fee, the listed advisor did not pay NAPFA a separate fee to appear on the list.
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Download vCard
Disclaimer: Limitations. This list only serves as a resource to assist an individual in identifying a potential advisor for their review and consideration. The appearance of an adviser on the list is not endorsement by NAPFA of that advisor's services. There can be no assurance that you will experience a certain level of results or satisfaction if you engage a listed advisor. Except for the NAPFA membership fee, the listed advisor did not pay NAPFA a separate fee to appear on the list.

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This Office

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