Well this was certainly a nice surprise! Congrats to our founder, Brett A. Koeppel, CFP? for securing a spot on the Investopedia Top 100 #financialadvisor of 2021 list ?? The Investopedia 100 celebrates financial advisors who are making significant contributions to critical conversations about financial literacy, investing strategies, life-stage planning, and #wealthmanagement. With more than 100,000 independent financial advisors in the U.S., the Investopedia 100 spotlights the country’s most engaged, influential, and educational advisors. Check out the full list here: https://lnkd.in/gDg7xMy
Eudaimonia Wealth
金融服务
Buffalo,NY 36 位关注者
Helping Buffalo families live better lives by making smarter, more intentional decisions with their money.
关于我们
Eudaimonia Wealth is a fee-only financial planning and wealth management firm located in Buffalo, NY. We help families who are seeking guidance as prepare for and transition into retirement. Our mission is to provide independent, objective advice to help clients take control of their finances, put a thoughtful plan in place and get back to focusing their time and energy on what they value most. Eudaimonia (pronounced you-day-mo-nia) is a term from Greek philosophy used to describe an ultimate state that could be achieved by living a life of meaning, purpose, and fulfillment. It was considered to be a state of “peak performance in the art of living”, and represents to the core what we believe real financial planning is all about. If you've worked hard to save your money but are unsure of whether the decisions you're making around it are the right ones for you, please feel welcome to reach out to explore if we may be a fit to add some value in your life.
- 网站
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https://www.eudwealth.com
Eudaimonia Wealth的外部链接
- 所属行业
- 金融服务
- 规模
- 2-10 人
- 总部
- Buffalo,NY
- 类型
- 私人持股
- 领域
- Retirement、Financial Planning、Wealth Management、Investment Management、Life Planning、Fee-Only、Fiduciary、Estate Planning和Social Security
地点
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主要
1207 Delaware Avenue
Suite 110
US,NY,Buffalo,14209