Eudaimonia Wealth - Buffalo, New York

Julie E.

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.

L K.

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

Amanda

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!

Mark L.

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.

Amanda M.

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.

Mike G.

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.

Jason V.

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.

Andrea S.

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.