Eudaimonia Wealth

Finance · New York, United States · 1-10 Employees

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Overview

Headquarters

1207 Delaware Ave Ste 110, Buffalo, New ...

Phone Number

(716) 362-1182

Revenue

<$5 Million

Industry

Finance Securities Trading
ZI Rank: 1
Signal Type
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ZI Rank
1
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About Eudaimonia Wealth

Eudaimonia Wealth is a fee-only, fiduciary financial planning firm based in Buffalo, NY, dedicated to assisting local families in optimizing their retirement through independent and objective advice. The firm specializes in helping clients at or near retirement to replace their income in a tax-efficient manner and develop intentional investment strategies. Eudaimonia Wealth positions itself as a trusted partner for families, guiding them through important financial decisions as their needs evolve. With a commitment to transparency and ethical standards, the firm ensures that its interests are aligned with those of its clients.Explore more
Eudaimonia Wealth's Social MediaPopular SearchesEudaimonia Wealth LLCEudaimonia WealthSIC Code 62,628NAICS Code 52,523Show more

Eudaimonia Wealth Org Chart

PhoneEmail
BK
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Founder & Financial Planner

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Company Name

Revenue

Number of Employees

Type

Funding

Founded In

Top Executive

Eudaimonia Wealth

<$5M
1-10
Private
-
2019
BK
Brett KoeppelFounder & Financial Planner
$7.3M
1-10
Private
-
2003
SC
Susan CookCertified Financial Planner
<$5M
1-10
Private
-
-
N/A
<$5M
1-10
Private
-
1983
<$5M
1-10
Private
-
1983
BK
Bernard KielyFinancial Planner
<$5M
1-10
Private
-
2018
BF
Brian FryFinancial Planner & Founder
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Company Profile Activity

i

Among all Finance companies

Low Activity

High Activity

Activity Insights

Eudaimonia Wealth is experiencing very low activity levels compared to other companies in the Finance sector.

What does this means?

Eudaimonia Wealth is drawing exceptional interest within the Finance industry, suggesting notable developments or strong market momentum, learn more about Eudaimonia Wealth.

Eudaimonia Wealth Tech Stack

A closer look at the technologies used by Eudaimonia Wealth

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Frequently Asked Questions Regarding Eudaimonia Wealth

What is Eudaimonia Wealth's official website?
Eudaimonia Wealth's official website is www.eudwealth.com
What is Eudaimonia Wealth's Revenue?
Eudaimonia Wealth's revenue is <$5 Million
What is Eudaimonia Wealth's SIC code?
Eudaimonia Wealth's SIC: 62,628
What is Eudaimonia Wealth's NAICS code?
Eudaimonia Wealth's NAICS: 52,523
How many employees does Eudaimonia Wealth have?
Eudaimonia Wealth has 1-10 employees
What industry does Eudaimonia Wealth belong to?
Eudaimonia Wealth is in the industry of: Finance, Securities Trading
What is Eudaimonia Wealth competition?
Eudaimonia Wealth top competitors include: Covenant Wealth Advisors, Horizons Wealth Management, HSC Wealth Advisors, Safe Landing Financial
What technology does Eudaimonia Wealth use?
Some of the popular technologies that Eudaimonia Wealth uses are: goo.gl, Cloudflare CDN, Google Font API, Google Tag Manager
How do I contact Eudaimonia Wealth?
Eudaimonia Wealth contact info: Phone number: (716) 362-1182 Website: www.eudwealth.com
What does Eudaimonia Wealth do?

Eudaimonia Wealth is a fee-only, fiduciary financial planning firm based in Buffalo, NY, dedicated to assisting local families in optimizing their retirement through independent and objective advice. The firm specializes in helping clients at or near retirement to replace their income in a tax-efficient manner and develop intentional investment str... ategies. Eudaimonia Wealth positions itself as a trusted partner for families, guiding them through important financial decisions as their needs evolve. With a commitment to transparency and ethical standards, the firm ensures that its interests are aligned with those of its clients.Read More

What are Eudaimonia Wealth social media links?
Eudaimonia Wealth Linkedin page Eudaimonia Wealth Twitter page Eudaimonia Wealth Facebook page
Is Eudaimonia Wealth a public company?
Eudaimonia Wealth is private company therefore does not currently have an official ticker symbol
See more information about Eudaimonia Wealth

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