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Brett Koeppel (CFP®)

Brett Koeppel focuses in the
following client markets or areas of practice:

  • Baby Boomers
  • Estate & Generational Planning Issues
  • Investment Advice with Ongoing Management
  • Retirement Plan Investment Advice
  • Retirement Planning & Distribution Rules
  • Tax Planning

Planning Specialties

I'm a native Buffalonian, and proud to still call it home today.

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 others.  I set out to change that.

In 2019, I founded Eudaimonia Wealth—a Buffalo Fee-Only Financial Planner.  We specialize in helping families understand how to retire with confidence and live the life they want.

I am a lifelong learner and committed to continuously growing into the best professional I can be.  I believe there is a significant need in our society for honest and objective financial planning, and am actively engaged in the efforts to advance the required industry standards.

Current Professional Associations:

 


 

Additional Information

I grew up in Kenmore and attended Canisius College where I earned a degree in Finance.  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 building financial plans, you can most often find me at a hockey rink, Bills game, or sampling a flight at a local brewery with my wife, Erin.  I currently serve on the board of directors for the Financial Planning Association of WNY, volunteer with Habitat for Humanity Buffalo, and enjoy staying actively involved in many of the things that make Western New York great.
 

NAPFA Start Date

September 24, 2019

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Disclaimer: Limitations. This list only serves as a resource to assist an individual in identifying a potential advisor for their review and consideration. The appearance of an adviser on the list is not endorsement by NAPFA of that advisor's services. There can be no assurance that you will experience a certain level of results or satisfaction if you engage a listed advisor. Except for the NAPFA membership fee, the listed advisor did not pay NAPFA a separate fee to appear on the list.
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Download vCard
Disclaimer: Limitations. This list only serves as a resource to assist an individual in identifying a potential advisor for their review and consideration. The appearance of an adviser on the list is not endorsement by NAPFA of that advisor's services. There can be no assurance that you will experience a certain level of results or satisfaction if you engage a listed advisor. Except for the NAPFA membership fee, the listed advisor did not pay NAPFA a separate fee to appear on the list.

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This Office

1207 Delaware Avenue, Suite 110 Buffalo, NY 14209 Phone: (716) 362-1182
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