Brett A. Koeppel
Brett A. Koeppel
Real financial planning is about making the most of the money you have. My goal is to provide each family with the guidance and framework to have the confidence to focus their time and energy on the things in life they value most. - Brett A. Koeppel, CFP®
Fee-Only financial planner located in Buffalo, NY, specializing in helping families organize, grow and protect their wealth as they prepare for and navigate the transition into retirement.
Brett Koeppel is a fee-only financial planner located in Buffalo, NY and is the founder of Eudaimonia Wealth. Eudaimonia Wealth provides comprehensive financial planning and investment management to help families prepare for and navigate the transition into retirement. As a CERTIFIED FINANCIAL PLANNER™, Brett Koeppel is a sworn fiduciary and legally bound to place the interests of his clients first. As a fee-only advisor, he is compensated directly by the families he serves, and never receives a commission of any kind.
Welcome! I’m Brett A. Koeppel, CFP®.
I am a native Buffalonian passionate about helping others live better lives by making the most of the money they have. In 2019, I founded Eudaimonia Wealth; a fee-only financial planning and wealth management firm dedicated to serving families in the WNY area.
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.
As a lifelong Western New York resident, I’m proud to still call Buffalo home. I attended Canisius College and earned a degree in finance in 2011. 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 helping others plan their futures, you can often find me at a hockey rink, Bills game, or sampling a flight at a nearby brewery with my wife Erin. I also serve on the board of directors for Habitat for Humanity Buffalo and am an active member of the Financial Planning Association of WNY, Toastmaster’s International and Junior Achievement of WNY.
Brett A. Koeppel is a Member of the National Association of Personal Financial Advisors
The National Association of Personal Financial Advisors (NAPFA) is a leading professional association of Fee-Only financial advisors - highly trained professionals who are committed to working in the best interests of those they serve.
NAPFA members live by three important values:
- To be the beacon for independent, objective financial advice for individuals and families.
- To be the champion of financial services delivered in the public interest.
- To be the standard bearer for the emerging profession of financial planning.
We’re a fee-only financial planning firm in Buffalo, NY dedicated to helping people live better lives by providing independent, objective financial advice.
At Eudaimonia Wealth, we believe that money is a tool to help you live a better life. We provide ongoing, actionable advice to families seeking guidance as they prepare for and transition into retirement. Our clients receive the insight, knowledge, and understanding they need to make work optional and live a more fulfilling life.
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 “peak performance in the art of living”, and represents to the core what we believe real financial planning is all about.
Fee-Only, Fiduciary, Independent: Three Important Criteria to Consider When Choosing a Financial Advisor.
- Comprehensive Financial Planning
- Retirement Income Planning
- Investment Management
- Estate Planning
- Tax Planning
- Retirees and Near Retirees
- Baby Boomers
- Manufacturing and Healthcare Employees
- Sudden Money Situations
- Dual Income Families
- In-Office Meetings
- Virtual Meetings
- Clearly Defined Fees
- No Product Sales
- Complimentary Initial Consultation
Professional Designations & Affiliations
Brett Koeppel is a NAPFA-Registered Financial Advisor
The National Association of Personal Financial Advisors (NAPFA) is a leading professional association of Fee-Only financial advisors—highly trained professionals who are committed to working in the best interests of those they serve.
Brett Koeppel is a Member of the XY Planning Network
The XY Planning Network is the leading organization of fee-only financial advisors who are focused on working with Generation X and Generation Y clients. Our mission is to connect consumers with best-in-class financial advisors who specialize in working with clients just like you.
Brett Koeppel is a CERTIFIED FINANCIAL PLANNER™ Professional - Click for Verification
CFP® professionals are held to strict ethical standards to ensure financial planning recommendations are in your best interest. What’s more, a CFP® professional must acquire several years of experience related to delivering financial planning services to clients and pass the comprehensive CFP® Certification Exam before they can use the CFP® designation.
Brett Koeppel is a member of The Financial Planning Association® (FPA®)
FPA® is the largest membership organization for CFP® professionals in the U.S. and supports high standards of professional competence, ethical conduct, and clear, complete disclosure when serving clients.
Contact Brett A. Koeppel
1207 Delaware Avenue
Buffalo, NY 14209