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Brett K
CFP®
Buffalo, NY
EUDAIMONIA Wealth
Welcome! I’m Brett, and I’m glad you’re here. I’m a proud born-and-raised Buffalonian passionate about helping others make the most of their money and their lives as they navigate the transition into retirement. In 2019, I founded Eudaimonia Wealth, a fee-only financial planning firm in Buffalo, NY, dedicated to helping local families retire on their terms by providing independent, objective advice. At Eudaimonia Wealth, we know we can’t be all things to all people, and we don’t pretend to be. We specialize in helping people at or near retirement who need help putting the pieces together. We partner with families to help them generate income from their savings, optimize their investments, and create a tax-efficient distribution plan that supports their needs. Eudaimonia (pronounced you-day-mo-nia) is a term from Greek philosophy that describes an ultimate state achievable by living a life of meaning, purpose, and fulfillment. It was considered a state of “peak performance in the art of living,” and it represents, at its core, what I believe real financial planning is all about.
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