Brett Koeppel, CFP®

Tax-Efficient Retirement Planning for Buffalo Families

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Eudaimonia Wealth Brett Koeppel, CFP®
Buffalo, NY

Serving Clients Nationwide

Tax-Efficient Retirement Planning for Buffalo Families

13 Certified Advisor Reviews™
Rate this Advisor

Areas of Focus

  • Estate Planning
  • Family and Money
  • Financial Life Planning
  • Giving
  • Health Care Planning
  • High Net Worth
  • Inherited Wealth
  • Insurance
  • Investment Management
  • Loss of Spouse or Partner
  • Money Psychology
  • Retirement Planning
  • Social Security
  • Taxes
  • Travel

About Me

Hi, I'm Brett Koeppel. I’m a born and raised Buffalonian, and the founder of Eudaimonia Wealth.

I’ve spent the majority of my career working for a large wealth management firm. Over time, I realized the focus was more on how to make the firm more money, not how to make a greater difference in the lives of the families served. I knew there was a better way.

In 2019, I chose to leave the brokerage world and establish Eudaimonia Wealth. As an independent, fee-only registered investment advisor, I'm proud to provide advice 100% of the time under the fiduciary standard; a legal requirement to always put the interests of my clients first.

I’m passionate about the work I do and the opportunity to make a meaningful impact in the lives of others. I hold the CERTIFIED FINANCIAL PLANNER™ designation, and am a member of the following professional organizations:

✅ CFP Board
✅ National Association of Personal Financial Planners (NAPFA)
✅ Financial Planning Association (FPA)
✅ XY Planning Network
✅ Fee-Only Network

I grew up in Kenmore, attended Canisius College, and live in the Elmwood Village alongside my wife, Erin. I currently serve on the board of directors for Habitat for Humanity Buffalo, the board of directors for the Financial Planning Association of WNY, and enjoy staying actively involved in the many things that make Buffalo great.

On the personal side, I'm a Buffalo sports enthusiast, have played ice hockey and soccer for most of my life, and love the shift in perspective that traveling provides.

Here are a few fun facts about me that you might not find elsewhere!

😺 Pet/roommate: Samson, gray tabby

🏒 Where you can usually find me: Reliving my glory days on a nearby hockey rink

🍺 Happy hour selection: Big Ditch Hayburner

🐘 Coolest life experience: Visiting an elephant sanctuary in Thailand

🥾 Top hiking spot: Niagara Gorge

✈️ Tradition I look forward to most: Annual Bills away game road trip

🍕 Go-to local slice: Sports City Pizza Pub

🏡 Favorite neighborhood: Elmwood Village for life!

Professional Designations

  • CERTIFIED FINANCIAL PLANNER™ Professional

Affiliations

  • Fee Only Network
  • Financial Planning Association
  • National Association of Personal Financial Advisors
  • The AGC
  • XY Planning Network

Primary Location

1207 Delaware Avenue, Suite 110 Buffalo, NY 14209

Meeting Options

  • Video Conference
  • In-Person
  • Phone

Compensation Methods

  • Flat Fee
  • Percentage of Assets Managed

What to expect in the first meeting

Click the 'Book Intro Call' button above to schedule a free introductory call. We'll get to know each other and I'll listen to understand your unique circumstances so we can determine the best way to proceed. I look forward to speaking with you.

Offers Investment Management

Yes

About our Firm

Eudaimonia Wealth is a fee-only financial planning and wealth management firm located in Buffalo, NY. We help families who are seeking guidance as prepare for and transition into retirement. Our mission is to provide independent, objective advice to help clients take control of their finances, put a thoughtful plan in place and get back to focusing their time and energy on what 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.

If you've worked hard to save your money but are unsure of whether the decisions you're making around it are the right ones for you, please feel welcome to reach out to explore if we may be a fit to add some value in your life.

OUR SERVICES INCLUDE

➕ Retirement Income Planning

➕ Investment Management

➕ Risk Management

➕ Retirement Planning

➕ Tax Planning

➕ Estate Planning

We’re Here to Help You Find the Answers

Navigating the many decisions that come with retirement can be a daunting task. As your trusted partner, we’ll work through all aspects of your financial life to help you create the framework you need to make the most of the choices you have.

Education

Canisius University, Bachelor's Degree, Finance

Volunteer Experience

Habitat for Humanity Buffalo Financial Planning Association of WNY

Awards and Honors

  • Investopedia Top 100 Advisor 2022
  • Investopedia Top 100 Advisor 2021

Hobbies and Interests

  • Exercising
  • Family
  • Football
  • Golf
  • Hiking
  • Hockey
  • Soccer
  • Sports
  • Traveling
  • Volunteering

Who We Serve

  • Baby Boomers
  • Corporate Executives
  • Dual Income Family
  • Families
  • Gen X
  • Gen Y / Millennials
  • Intergenerational Families
  • Living in Retirement
  • Parents
  • Young Families

To make Wealthtender free for readers, we earn a nominal monthly fee from financial advisors and firms in exchange for marketing services (including being featured on this profile page), subject to terms of use. This compensation creates a natural conflict of interest when we favor their promotion over others. Wealthtender is not a client of these advisors or firms. Testimonials may not be representative of other clients’ experiences and do not guarantee future performance or success.

Write a Review


By clicking submit, you acknowledge this review is based on your own experience and reflects your genuine opinion. You also agree to our review policy, privacy policy, and terms and conditions, and give this financial advisor permission to publicly display your review on their website.

5 Stars

✅ Wealthtender Certified Advisor Review™
May 15, 2024
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.
Avatar for Julie Eastland
Julie Eastland

5 Stars

✅ Wealthtender Certified Advisor Review™
Feb 16, 2024
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
Relationship to Financial Advisor: This reviewer has never been a client.
Compensation: This reviewer received no compensation for this review.
Conflicts of Interest: There are no material conflicts of interest.
Avatar for L K
L K

5 Stars

✅ Wealthtender Certified Advisor Review™
Dec 12, 2023
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.
Relationship to Financial Advisor: This reviewer has never been a client.
Compensation: This reviewer received no compensation for this review.
Conflicts of Interest: There are no material conflicts of interest.
Avatar for Mike Gluck
Mike Gluck

5 Stars

✅ Wealthtender Certified Advisor Review™
Dec 20, 2022
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!
Relationship to Financial Advisor: This reviewer has never been a client.
Compensation: This reviewer received no compensation for this review.
Conflicts of Interest: There are no material conflicts of interest.
Avatar for Amanda
Amanda

5 Stars

✅ Wealthtender Certified Advisor Review™
Apr 26, 2022
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.
Relationship to Financial Advisor: Former Client
Compensation: This reviewer received no compensation for this review.
Conflicts of Interest: There are no material conflicts of interest.
Avatar for Scott Sackett
Scott Sackett

5 Stars

✅ Wealthtender Certified Advisor Review™
Mar 17, 2022
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.
Relationship to Financial Advisor: This reviewer has never been a client.
Compensation: This reviewer received no compensation for this review.
Conflicts of Interest: There are no material conflicts of interest.
Avatar for Christopher Kane
Christopher Kane

5 Stars

✅ Wealthtender Certified Advisor Review™
Feb 17, 2022
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.
Relationship to Financial Advisor: This reviewer has never been a client.
Compensation: This reviewer received no compensation for this review.
Conflicts of Interest: There are no material conflicts of interest.
Avatar for Amanda Mccrea
Amanda Mccrea

5 Stars

✅ Wealthtender Certified Advisor Review™
Jan 5, 2022
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.
Relationship to Financial Advisor: Former Client
Compensation: This reviewer received no compensation for this review.
Conflicts of Interest: There are no material conflicts of interest.
Avatar for Andrea Sammarco
Andrea Sammarco

5 Stars

✅ Wealthtender Certified Advisor Review™
Sep 28, 2021
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.
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.
Avatar for Mike Giangrosso
Mike Giangrosso

5 Stars

✅ Wealthtender Certified Advisor Review™
Jun 24, 2021
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.
Relationship to Financial Advisor: This reviewer has never been a client.
Compensation: This reviewer received no compensation for this review.
Conflicts of Interest: There are no material conflicts of interest.
Avatar for Jason Varrone
Jason Varrone

5 Stars

✅ Wealthtender Certified Advisor Review™
Feb 8, 2021
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.
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.
Avatar for lance skowron
lance skowron

5 Stars

✅ Wealthtender Certified Advisor Review™
Sep 30, 2020
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.
Relationship to Financial Advisor: This reviewer has never been a client.
Compensation: This reviewer received no compensation for this review.
Conflicts of Interest: There are no material conflicts of interest.
Avatar for Mark Lienert
Mark Lienert

5 Stars

✅ Wealthtender Certified Advisor Review™
Sep 3, 2020
Brett took the time to listen, and worked to understand what my wife and I needed, both financially and personally. He has my trust. Highly recommended.
Relationship to Financial Advisor: Former Client
Compensation: This reviewer received no compensation for this review.
Conflicts of Interest: There are no material conflicts of interest.
Avatar for Steve Pierpaoli
Steve Pierpaoli