Brett Koeppel, CFP®
Tax-Smart Retirement Planning for Buffalo Families
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Serving Clients Nationwide
Tax-Smart Retirement Planning for Buffalo Families
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 Brett Koeppel, CFP®
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 ®
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 Eudaimonia Wealth
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
Financial Planning Association of WNY
Hobbies and Interests
- Exercising
- Family
- Football
- Golf
- Hiking
- Hockey
- Soccer
- Sports
- Traveling
- Volunteering
- Working Out
SEC Lookup
View DisclosureWho We Serve
- Baby Boomers
- Corporate Executives
- Dual Income Family
- Families
- Gen X
- Gen Y / Millennials
- Individuals
- Intergenerational Families
- Living in Retirement
- Parents
- Young Families
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