#46 - Helping Clients Achieve Financial Eudaimonia - Brett Koeppel
Brett's Bio:
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…
The skinny
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