Eudaimonia Wealth

· Media Mentions

In the News: April 23rd, 2020

Uncertainty in the stock market can be a great test in determining how helpful your financial advisor really is in supporting your family's goals.

This one ran elsewhere. Read the full piece at the source.

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Crisis Test: Is Your Financial Advisor Really Helping You?

Are you working with a fiduciary or a salesperson?

If you're not receiving actionable advice from your financial advisor beyond"just stay the course"right now, it could be the latter.

Check out what Brett had to say in a recent Nerdwallet article by Liz Weston here:

Crisis Test: Is Your Financial Advisor Really Helping You?

[Photo by Jason Rosewell on Unsplash]

Brett A. Koeppel, CFP®

Brett is a fee-only fiduciary financial planner and the founder of Eudaimonia Wealth in Buffalo, New York. He works with Western New York families at or near retirement on tax-efficient income, Roth conversions, and Social Security timing.

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Eudaimonia Wealth, LLC is an SEC-registered investment advisor. Registration does not imply a certain level of skill or training. Nothing on this site is investment, tax, or legal advice, or an offer to buy or sell any security. Articles reflect conditions and tax law at the time of writing and may not reflect current rules.

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