Disclosures

Eudaimonia Wealth, LLC (“Eudaimonia Wealth”) is an SEC-registered investment advisor and in other jurisdictions where exempted. Registration does not imply a certain level of skill or training. The presence of this website on the Internet shall not be directly or indirectly interpreted as a solicitation of investment advisory services to persons of another jurisdiction unless otherwise permitted by statute. Follow-up or individualized responses to consumers in a particular state by Eudaimonia Wealth in the rendering of personalized investment advice for compensation shall not be made without our first complying with jurisdiction requirements or pursuant to an applicable state exemption.

All written content on this site is for information purposes only. Opinions expressed herein are solely those of Eudaimonia Wealth, unless otherwise specifically cited. Material presented is believed to be from reliable sources and no representations are made by our firm as to other parties’ informational accuracy or completeness. All information or ideas provided should be discussed in detail with an advisor, accountant or legal counsel prior to implementation.

The information on this site is provided “AS IS” and without warranties of any kind either expressed or implied. To the fullest extent permissible pursuant to applicable laws, Eudaimonia Wealth, LLC (referred to as “Eudaimonia Wealth”) disclaims all warranties, express or implied, including, but not limited to, implied warranties of merchantability, non-infringement, and suitability for a particular purpose.

Eudaimonia Wealth does not warrant that the information will be free from error. None of the information provided on this website is intended as investment, tax, accounting or legal advice, as an offer or solicitation of an offer to buy or sell, or as an endorsement of any company, security, fund, or other securities or non-securities offering. The information should not be relied upon for purposes of transacting securities or other investments. Your use of the information is at your sole risk. Under no circumstances shall Eudaimonia Wealthbe liable for any direct, indirect, special or consequential damages that result from the use of, or the inability to use, the materials on this site, even if Eudaimonia Wealth or a Eudaimonia Wealth authorized representative has been advised of the possibility of such damages.

In no event shall Eudaimonia Wealth, LLC have any liability to you for damages, losses, and causes of action for accessing this site. Information on this website should not be considered a solicitation to buy, an offer to sell, or a recommendation of any security in any jurisdiction where such offer, solicitation, or recommendation would be unlawful or unauthorized.

Client reviews displayed on this site are published through Wealthtender, a third-party review platform. Reviews were provided by current clients of Eudaimonia Wealth and may not be representative of the experience of other clients. Reviewers were not compensated for their statements, and there are no material conflicts of interest that would affect the reviews given. A complete list of reviews is available on the firm’s Wealthtender profile.

Third-party rankings and awards

Third-party rankings and recognitions are no guarantee of future investment success and do not ensure that a client or prospective client will experience a higher level of performance or results. These ratings should not be construed as an endorsement of the advisor by any client, nor are they representative of any one client’s evaluation. Full methodology and disclosure for each recognition appears alongside it on the In the News page.

Media appearances

Publications in which Brett Koeppel has been quoted are shown for informational purposes. These appearances were facilitated through the Financial Planning Association’s media platform, for which the firm pays an annual membership fee. Neither Brett Koeppel nor Eudaimonia Wealth receives compensation from the publications, and the appearances should not be construed as endorsements, testimonials, or rankings of the firm or its services.

Hypothetical examples

Examples appearing on service pages are hypothetical illustrations intended to demonstrate planning concepts. They do not represent any actual client, do not reflect actual results, and are not a guarantee of future outcomes. Individual circumstances, tax law, and results will differ.