Eudaimonia Wealth

Eudaimonia Wealth is a Financial Planner in Buffalo, NY. The firm provides fiduciary retirement advice, tax‑planning strategies and investment‑management services, focusing on families who are at or near retirement. As a fee‑only, independent advisory practice, it delivers objective guidance tailored to each client’s needs, helping them replace income, reduce tax burdens and develop intentional investment plans. Eudaimonia Wealth serves hardworking Western New York families both in‑person and virtually, and its 5‑star rating reflects the satisfaction of its clients.

The practice emphasizes a philosophy that money is a tool for a richer, more purposeful life. Founded by Brett Koeppel, who has been quoted in national financial publications through the Financial Planning Association’s media platform, the firm operates without commissions, receiving compensation only from the families it serves. Its team includes Certified Financial Planner™ professionals who uphold the CFP Board’s rigorous education, experience and ethical standards. By offering clear, tax‑efficient distribution planning and ongoing partnership, Eudaimonia Wealth helps clients gain confidence to spend, give and enjoy retirement on their own terms.

Located on Delaware Avenue, the office sits directly across from Canisius High School. It is roughly a tenth of a mile from Brylin Hospital, Scaccia Auditorium and Unity Peace Park, with Gates Circle a short 0.2‑mile drive away, placing the firm in the heart of Buffalo’s vibrant community.

Eudaimonia Wealth’s fee‑only fiduciary model and CFP‑qualified expertise make it a trusted financial planner for Buffalo families seeking secure, tax‑efficient retirements and a reliable partner for navigating important financial decisions.

Services:

• Fee-only Financial Planning
• Free Retirement Assessment
• Independent Investment Strategy Development
• Retirement Navigation Consulting
• Tax-efficient Retirement Income Replacement