About Company

Eudaimonia Wealth is a fee-only, fiduciary financial planning firm based in Buffalo, NY that helps families—especially those at or nearing retirement—develop tax-efficient retirement distribution plans, investment strategies, and comprehensive financial plans; Eudaimonia Wealth (founded and led by Brett A. Koeppel, CFP®) provides independent, objective advice with a minimum annual fee, offers a complimentary introductory meeting, uses Charles Schwab & Co., Inc. as custodian for client assets, and focuses on personalized, ongoing planning to help clients replace income, reduce taxes, and retire with confidence.

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