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.
Relationship to Financial Advisor: Current Client
Compensation: This reviewer received no compensation for this review.
Conflicts of Interest: There are no material conflicts of interest.