I had an excellent experience meeting with Brett Koeppel. He was incredibly wise and offered thoughtful advice tailored to my specific situation, rather than giving generic recommendations or putting me in a box like others have done. His guidance was clear, practical, and genuinely helpful. I left our meeting feeling more confident about my retirement planning, and I truly appreciate the time he gave me. I would gladly recommend his services to anyone looking for personalized financial advice.

Brett is exceptionally knowledgeable, thoughtful, and professional. He approaches everything with integrity and care, and we trust him completely. We’re incredibly grateful to have found him—he has helped us organize and streamline our finances while offering valuable tax strategies as we prepare for retirement.

As we considered with whom we would like to engage as our financial planner, we researched the characteristics of those that are successful in this field. Brett embodies them all! From day one, he has been clear about his mission- assisting us to achieve sustained growth and security while we enjoy our retirement years. And, he left us with a sense that we were a team in doing so. As part of the clearly defined process that he has used to support us, he spent considerable time getting to know us, including details of our family, our goals, and interests as well as our concerns and fears. He's pushed us to think about how to maximize our lives while providing for each other and our heirs. We appreciate that Brett "maintains a presence." We hear from him regularly (at least monthly via newsletter) but in-person at least twice a year and "as-needed" when specific questions arise. We count on both the newsletters and personal meetings for a clear picture of where we are financially, an explanation of things impacting the market and our finances. He's inquisitive, and always looking to keep up with changes in our status. As a communicator, Brett strives to provide the detailed understanding we want without overwhelming us with data, though there's certainly plenty at hand whenever we've wanted to take a deeper dive. Brett often shares current articles and books that he's reading when he sends newsletters, and that's comforting knowing he's keeping very current. We feel like we're sitting down with a knowledgeable friend or family member when we see Brett, and we're thankful that he strives for this relationship.

I have had the pleasure of working with Brett Koeppel twice. He is just terrific. My husband and I sat with him last year to begin our retirement planning. He was prepared, knowledgeable and kind. Brett treats you with respect and has a quiet confidence that just sets you at ease. There is no hard sell, just a calming influence and facts. We hadn’t talk in many months and then I was tasked with settling my father’s estate. I called him up and he made time for me and talked through everything in a way that was logical and easy to understand. I highly recommend Eudaimonia Wealth if you are in need of financial planning.

Brett is great to work with - he carefully considers all aspects of your life (not just financial) with the goal of creatively achieving your unique goals and aspirations.

Brett is knowledgeable, personable, and trustworthy. He is willing to devote the time to ensure that you have a thorough understanding of the decisions that you make regarding your finances.

My experience working with Brett is 5 star . I feel heard and valued . Then there is trust based on confidence that he understands my goals . Lastly , Brett stays in contact regularly with monthly news letter and 1/1 meetings several times a year !! This type of personal attention is unique and appreciated.

During my last 2 yrs. of my working career we considered working with Brett to lead us into possible retirement. We contacted him to discuss our options for retirement. Brett was very attentive to our concerns and extremely helpful in directing us, while never pressuring us into any decisions. Fast forward 4 yrs. and we could not be happier with the care and guidance Brett has given us. He assured us that we could retire and enjoy many yrs. doing the things we always looked forward to doing in our retirement. Many thanks to Brett for helping us through the very important decision of retirement. We highly recommend speaking to Brett before making your retirement decisions.

Brett has been very helpful to us as we transition from working to retirement. He has helped us make sound decisions about our investments, provided excellent counsel regarding saving vs. spending, and has really helped us adjust our mindset from saving and preparing for retirement to enjoying our retirement in a responsible way. He is very responsive to our questions and his suggestions are always well thought out, researched, and spot-on. He has shown us that he has our best interests in mind and any advice reflects that. In fact, the name of his company - Eudamonia - reflects his belief and commitment to ensuring that his clients are able to enjoy, through thought and design, happy and well-lived lives.

Brett is a honest & truthful advisor who makes you comfortable and shows you what is happening right now with your assets & investments and what can happen with some changes or tweaks to get you into a better environment of your portfolio without pushing you. Highly Recommended!!! -- L. Kenna

Brett was highly recommended by a trusted friend. He took the time to understand what I was looking for, offered some solutions (from his firm and from others), and explained how he could help - all without any pressure.

I had the pleasure of speaking with Brett in our free phone consultation. Not only did I immediately feel comfortable with him but as the conversation went on, I also gained confidence in his obvious integrity and knowledgeable yet clear explanation of my financial situation. It’s clear he’s truly in this business to help his clients. He made me feel good about my decision, and in him personally , as well. I would recommend him, with high regard, to anyone. Thank you, Brett!

Brett Koeppel is an astute and thoughtful listener, a systems thinker, and a highly effective conversation partner. He has provided sound advice to help us negotiate many changes and strengthen the financial health of three generations within our family.

I highly recommend Brett and Eudaimonia Wealth! Brett is very personable and took the time to listen and understand our financial position and needs. His approach to financial planning is very straightforward and refreshing.

I had a very positive experience working with Brett and Eudaimonia Wealth. It was easy to schedule appointments (including phone, zoom or in person meetings) and I received quick responses to my inquiries. Brett took the time to understand my goals, the current state of my affairs, and provided the information and guidance I needed to understand the best next steps to take for my situation. Brett is easy to talk to and genuinely interested in helping people understand the options available to them. I highly recommend Eudaimonia Wealth and Brett's services.

Brett does a wonderful job of guiding us through our financial and retirement decision making process. He is an active listener who carefully incorporates our values and needs into his advice for our financial future.

I've been a client of Eudaimonia Wealth since its inception and have had such a positive experience every step of the way. Brett Koeppel treats individuals with the highest level of respect and the best quality of partnering with him is the care that he has for those he works with. You are not a number and you are not a transaction with Eudaimonia. You are a human that Brett wants to see succeed in life and be set up for your future. I am someone who knows little about finance, retirement savings, and the stock market - Brett does a tremendous job at breaking down the complexities of those areas into digestible concepts. He's a true partner, a reliable ally, and a trustworthy advisor. Recommend him to the nth degree.

There are few fee-only planners in the WNY area, but Brett at Eudaimonia is among the very best. We had a wonderful discussion, and he was honest and clear in his assessment of where he could provide the most value. I never felt pressured, he was responsive and professional, and he clearly knows his stuff. I highly recommend Brett's services if you are in the market for a fee-only planner.

It was refreshing to work with Brett, a True professional. Brett explained everything clearly. He provided many options, I would highly recommend Brett to anyone interested in their financial well being.

Brett was very professional and he was very focused on my financial needs. He's a great listener and explains everything clearly. He is, of course, non-commissioned, so he has YOUR best interests in mind. I would highly recommend him to anybody.