Specialties

Eudaimonia Wealth is a fee-only financial planning firm headquartered in Buffalo, NY. We specialize in working with families within 5 years of retirement who are seeking guidance around if, how, and when they can make work optional. We believe that a successful retirement should be about living your best possible life by making the most of the money you have. To have the freedom to focus your time and energy on the things you enjoy most. We help our clients develop a framework to optimize their investments, retire on their terms, and begin living a life they love.

History

Established in 2019.

Eudaimonia Wealth is a fee-only financial planning and wealth management firm located in Buffalo, NY. We specialize in helping families who are seeking guidance as they prepare for and transition into retirement. As an independent, fiduciary firm, Eudaimonia Wealth provides personalized, objective advice to help our clients gain the clarity and confidence to focus their time and energy on the things they value most. 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 we believe real financial planning is all about.

Meet the Business Owner: Brett K.

Welcome! I'm Brett Koeppel, CFP®. I am a proud born and raised Buffalonian passionate about helping others live better lives by making the most of the money they have. 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. In 2019, I founded Eudaimonia Wealth; a fee-only financial planning and wealth management firm dedicated to serving families in the WNY area. I am committed to the highest level of integrity and professionalism in my career. I hold the Certified Financial Planner™ designation, and am an active member of the National Association of Personal Financial Planners, Financial Planning Association, and XY Planning Network.