In the news
Where I have been quoted
Reporters call when they need someone to explain a retirement or tax question in plain English. It is good practice for the same explanations I give clients, and a useful record of how I think.
Recent commentary
Dec 1, 2025Early retirement: Buffalo tax pros share tips for making it happen
Nov 2, 2025These inherited IRA mistakes could reduce your windfall, advisors say
Aug 1, 2025It Takes More Than Savings To Be Happy in Retirement. Here's What Else Really Matters
Jun 1, 2025'Why Am I Doing This?' These Investors Are Locking In Stock Gains While They Can
Apr 7, 2025N.Y. financial planner's recommendations on buying stocks amid post-tariff volatility
Nov 1, 2024Developing Empathy with Pro Bono Clients- Oct 1, 2024The Bitcoin Rally Has Driven Up Crypto Donations. How To Use Them To Score a Tax Break
- Sep 1, 2024401(k) Rollovers Are Tedious And Can Take a Few Months, But You May Regret Not Doing One
- Apr 15, 2024WNY financial planner offers tips for reducing stress on Tax Day
- Feb 5, 2024WNY financial planner on changes that could impact your tax return
- Nov 1, 2023Four Lucrative Tax Deductions That Seniors Often Overlook
- Apr 27, 20233 smart ways to prepare for next year's taxes now
- Mar 17, 2023The last chance for some retirees to avoid a 25% tax penalty is April 1
- Jul 6, 2022Here's how much cash you need to ride out a recession at different life stages
- Aug 26, 2021Most retirees will need long-term care. These are the best ways to pay for it
Aug 1, 2021Financial planners say their clients never want to hear 4 smart money tips- Mar 12, 2021How financial advisors are helping people in need during pandemic
Jan 25, 2021Gifting Stock to Family Members: What to Know
Nov 1, 2020The Challenges of Starting an RIA From Scratch
Aug 12, 2020How To Have Others Help You Save For College
Apr 23, 2020Crisis Test: Is Your Financial Advisor Really Helping You?
Apr 9, 2020Advisors Join the Fight Against COVID-19
Dec 9, 2019BofA puts final nail in the coffin of commissions on Merrill Edge platform
The logos above represent publications in which Brett Koeppel 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.
Recognition
2025
Three Best Rated: Best Financial Services in Buffalo
Named one of the three best financial services providers in Buffalo, NY.
Award disclosure
Eudaimonia Wealth was named as one of the '3 Best Financial Services in Buffalo, NY' by ThreeBestRated®, which recognises financial services providers based on ThreeBestRated®'s proprietary 50-Point Inspection process. Businesses are evaluated annually using factors determined by ThreeBestRated®, which may include reputation, reviews, ratings, customer satisfaction, complaints, pricing, trust, and history. The award was based on ThreeBestRated®'s evaluation process at the time the award was conferred on May 25, 2025, and does not disclose a specific performance measurement period or data cut-off date. The firm does not pay a fee to be considered for inclusion or placement on the list. This recognition does not reflect client experience, investment performance, or guarantee future results.
2021 and 2022
Investopedia Top 100 Financial Advisors
Recognized among independent U.S. advisors for contributions to financial literacy and community education.
Award disclosure
Brett Koeppel was named to Investopedia's Top Financial Advisors list in 2021 and 2022, which recognises independent U.S.-based financial advisors based on Investopedia's proprietary evaluation criteria. Advisors were evaluated using factors determined by Investopedia, which may include digital reach, participation in financial education and community initiatives, peer nominations, and engagement within the financial planning community. Each award was based on Investopedia's annual evaluation process for the respective year. Investopedia does not disclose a specific performance measurement period or data cut-off date. Only advisors who applied were considered. The firm does not pay a fee to be considered for inclusion or placement on the list. The awards were conferred on June 28, 2021, and July 11, 2022, respectively. This recognition does not reflect client experience, investment performance, or guarantee future results.
Let's find out if I can help.
The first conversation is 30 minutes on the phone, and you bring nothing to it. You describe what you are trying to sort out, and I tell you straight whether this is the kind of work I do well.