Network·Family Office

Eudaimonia Wealth

Unclaimed

📍 BUFFALO, NY

Family Officeenergymedia
eudwealth.com/

SEC CRD #801-132075

About

Eudaimonia Wealth | Buffalo Financial Planner — About Working With Us Press Contact Free Retirement Assessment You were great at saving for retirement. No one ever taught you how to spend it. Welcome to Eudaimonia Wealth We're a fee-only, fiduciary financial planning firm in Buffalo, NY dedicated to helping local families optimize their retirement by providing independent, objective advice. Meet Brett As Seen In The logos displayed above represent financial publications in which Brett Koeppel, Founder of Eudaimonia Wealth, has been quoted for general market commentary. These appearances were facilitated through the Financial Planning Association’s media platform, for which the firm pays an annual membership fee. Neither Brett nor the firm receives compensation from the publications, and the appearances should not be construed as endorsements, testimonials, or rankings of the firm or its services. We'll Help You: Put the Pieces Together Understand how to replace your income and reduce your tax bill over the course of your retirement Improve Investments Develop an intentional investment strategy that supports both your current cash flow needs and your future goals when you retire Retire with Confidence Achieve the freedom to live your life knowing you have a trusted thinking partner to help you navigate important decisions as they arise These testimonials were provided by current Eudaimonia Wealth clients and may not be representative of the experiences of other clients. The cl

Key Contact

BK

BRETT KOEPPEL

PRESIDENT & CHIEF COMPLIANCE OFFICER

📞 (716) 362-1182

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Geographic Focus

buffalo, ny

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AUM

$36M

Check Size

$1M–$1M

Location

BUFFALO, NY

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