Jeff Arber

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 realize we can’t be all things to all people and don’t pretend to be. We specialize in helping people who are at or near retirement and 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 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 I believe real financial planning is all about.

Prior to founding Sherwood Financial Management, I spent my career at a local wealth management firm for 24+ years working with clients as they near retirement. As a fee-only advisor, I cultivate long-term relationships advising individuals, spouses, partners, and extended families on personal financial planning, investment management and wealth accumulation strategies, and guiding them through their retirement years. By educating, providing perspective, and maintaining investment discipline, I strive to help you maximize your resources, identify those areas that may deserve additional attention, and encourage you to pursue the things you enjoy. I live in Clarence with my husband and our children - two maturing, young men - one in college and the other in high school. We share an interest in I am currently a member of three leading organizations in the financial planning industry, XYPN, NAPFA, and the FPA. XYPN - XY Planning Network, a leading organization of fee-only advisors who go above and beyond to serve you and don't sell product. National Association of Personal Financial Advisors (NAPFA) is a committed group of fee-only, fiduciary financial advisors who continuously strive to provide financial planning services to their clients with excellence. Financial Planning Association (FPA) the leading membership organization for CERTIFIED FINANCIAL PLANNER™ professionals and those engaged in the financial planning process. I serve on the local FPA of WNY chapter’s board to help guide the chapter and the program committee to help deliver stimulating and relevant content to our membership.

I founded Capital Insights Group of WNY, an independent Registered Investment Advisory (RIA) firm offering fee-only financial planning and investment management, located in downtown Buffalo, NY. I act as a fiduciary for all of my clients and provide financial guidance that is unique to their needs and situation. Please contact me at chris@cigwny.com or (716) 517-0140 to arrange for a complimentary one-hour meeting to discuss your goals and circumstances.

Blake Dougherty is a Senior Financial Advisor with Merrill Lynch Wealth Management in Williamsville, New York. Since joining the firm in 2015, he has focused on understanding the priorities of individuals, families, and businesses to provide personalized attention and customized investment management strategies. Blake leverages the investment capabilities of Merrill Lynch Wealth Management alongside the banking resources of Bank of America to support clients in addressing various aspects of their financial lives. Blake works closely with clients to identify key goals such as education funding, tax minimization, retirement planning, and wealth preservation. His expertise encompasses corporate benefits, executive compensation, family wealth management, liquidity management, and retirement income strategies, among other areas. His approach involves crafting disciplined strategies aimed at helping clients build, manage, and preserve wealth for current and future generations. Blake earned a Bachelor of Science degree in Finance from Bentley University in Waltham, Massachusetts, where he also played Division I Ice Hockey for four years. He holds professional designations including CERTIFIED PLAN FIDUCIARY ADVISOR (CPFA), Personal Investment Advisor (PIA), and Retirement Benefits Consultant (RBC). Outside of his professional life, Blake enjoys football, golfing, ice hockey, watching movies, and practicing yoga.

Lucas Mann is a Wealth Management Advisor with Merrill Lynch Wealth Management. He works with families, individuals, and businesses to implement financial plans aimed at achieving both their long- and short-term goals. Lucas focuses on family wealth management strategies, personal retirement planning, and retirement income, leveraging resources from Merrill Lynch and Bank of America to provide personalized wealth management solutions. He holds several professional designations, including Accredited Wealth Management Advisor (AWMA), Certified Investment Management Analyst (CIMA), Chartered Retirement Planning Counselor (CRPC), and Personal Investment Advisor (PIA). Lucas earned a Bachelor's Degree from the University at Buffalo. Outside of his professional work, Lucas enjoys golfing, tennis, and traveling. He emphasizes a collaborative approach, working one-on-one with clients to develop financial strategies tailored to their individual goals.

Daryl Planter is a Senior Financial Advisor with Merrill Lynch Wealth Management. He began his career in financial services in 1992 and has since focused on managing individual wealth through various market cycles. Daryl is experienced in advising clients on a range of areas including divorce transition planning, family wealth management strategies, portfolio management services, small business strategies, individual and corporate investment strategy, tax minimization, and retirement income. Daryl holds multiple professional designations, including CERTIFIED PLAN FIDUCIARY ADVISOR (CPFA), Chartered Retirement Planning Counselor (CRPC), Personal Investment Advisor (PIA), and Retirement Accredited Financial Advisor (RAFA). He earned a bachelor's degree from the State University of New York at Buffalo. Known for his comprehensive approach to wealth management, Daryl emphasizes understanding each client’s individual goals to develop tailored strategies. He is also a frequent speaker on investment planning for retirement, which remains a primary focus for his practice. In addition to his professional activities, Daryl participates in community service through volunteering with local organizations.