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Jennifer Lynn Eastman

Advisor at Birchbrook — Bangor, ME Columbia St

Updated today

Credentials

Series 65

Experience

7 years

Location

Bangor, ME 04401

Birchbrook logo

Birchbrook

Team

Total advisors

6

Across 2 offices

Clients per advisor

52 Typical

Avg AUM per client

$908,254 Typical

HNW client ratio

37% Typical

About

Jennifer Eastman is a financial advisor at Birchbrook with six years of industry experience. She holds a Series 65 designation and previously worked at Rudman Winchell for eight years before joining Birchbrook in 2018. Outside of her advisory role, she is involved in legal services. Birchbrook is a fee-only registered investment adviser serving individuals, trusts, estates, corporations, charitable organizations, and self-directed retirement plans. The firm emphasizes fundamental analysis and manager due diligence, offers fiduciary and estate-administration services, and provides tailored portfolios including ESG-focused options.

Client services

Based on Birchbrook

Financial planning Portfolio management Selection of other advisers Newsletters or periodicals Educational seminars or workshops

Expertise

Based on Birchbrook

General estate planning guidance Charitable giving & philanthropy

Occupation focus

Based on Birchbrook

Retired Self-Employed

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Fee options

Fixed

Initial Financial Plan: $2,000; Additional meetings: $1,000; Annual review and update: $500

Percentage

$0 - $100,000: 1.25% $100,001 - $500,000: 1.00% $500,001 - $1,000,000: 0.90% $1,000,001 - $3,000,000: 0.75% $3,000,001+: 0.50%

Project-based

$200 per hour for Advisory services; $100 per hour for Paraplanner services

Other

Fee-only: Fee-only firm; no commissions or transaction-based revenues

Location

See office

Bangor, ME Columbia St

82 Columbia St

Bangor ME 04401

Advisors at this office

5

Most active in

Florida · Maine · Massachusetts · Texas

Work history

7 years of industry experience

Birchbrook

2018 - Present • 8 years

Bangor, ME

Rudman Winchell

2010 - 2018 • 8 years

Bangor, ME

Disclosures

Exclamation point means they have disclosures of this type. Check mark means no disclosures of this type were found.

Business activities & affiliations

Alexander B

CFP®, Series 66

Bangor, ME

Oldfield Wealth Partners

In his role at Oldfield Wealth Partners, Alex works with clients to support the financial planning process and help them make thoughtful decisions about their financial future. He is passionate about helping individuals and families gain clarity and confidence in their financial lives. Alex earned a bachelor’s degree in Business Administration with a concentration in Financial Planning from Liberty University in 2023. He is a CERTIFIED FINANCIAL PLANNER™ professional and also holds the Certified Kingdom Advisor® designation. He joined Oldfield Wealth Partners in 2026. Alex lives in Levant with his wife, Kara, and their dog, Oakley. In his free time he enjoys fishing, playing hockey, and spending time outdoors. He and his wife are proud members of the Rock Church.

Retirement income strategy Social Security optimization Roth conversion strategy General tax planning Active portfolio management Retired Self-Employed Approaching retirement Christian Faith Based Values-based investing Religious/faith focused

Kyle G

CFP®, Series 66

Bangor, ME

Oldfield Wealth Partners

As a Wealth Planning Advisor at Oldfield Wealth Partners, Kyle works with individuals, families, and business owners to help them make thoughtful financial decisions with clarity and confidence. He believes sound planning starts with understanding what matters most to each client, and that the work is a long-term partnership rooted in trust and a real commitment to helping clients steward what they have built. Kyle is a CERTIFIED FINANCIAL PLANNER™ professional and brings a distinctive background to his role. With bachelor’s and master’s degrees in music education and performance, his years as a musician shaped a disciplined, patient approach and a habit of working carefully through complex problems. He enjoys helping clients understand where they stand today and make decisions that fit their goals and values. Kyle lives in Hampden with his wife, Laurin, their son, Nolan, and their dog, Luna. Outside the office, he enjoys time with family, playing trumpet, and serving in his church’s worship ministry.

Early retirement planning Retirement withdrawal strategies Charitable giving tax strategies Wealth management General tax planning Approaching retirement Retired Established Professionals
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Caleb W

CFP®, Series 66

Bangor, ME

Warren Financial, LLC

Caleb Warren is a CFP® with seven years of industry experience and the principal advisor at Warren Financial, LLC in Bangor, ME. His prior experience includes roles at Ameriprise Financial Services and Raymond James. In addition to his advisory work, he is a licensed insurance agent providing life, disability, and long-term care insurance. Warren Financial serves individuals, high-net-worth clients, and pension or profit-sharing plans by offering portfolio management, financial planning, and pension consulting. The firm combines fundamental and technical analysis with modern portfolio theory and provides fiduciary and non-fiduciary services to plan sponsors, including ERISA-related consulting.

Options & derivatives strategies Founder/Business Owner
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Lynn T

Series 63, Series 65

Bangor, ME

Thibeau Financial Consulting, LLC

Lynn Thibeau is the sole advisor at Thibeau Financial Consulting, LLC in Bangor, ME, with 14 years of industry experience. She holds Series 63 and Series 65 licenses and has been self-employed since 2012. Outside of financial advising, she provides private piano instruction and serves on the board of her condominium association. Thibeau Financial Consulting offers personal financial consulting focused on household finances, including budgeting, savings, debt reduction, and financial organization through education and counseling. The firm emphasizes hands-on education to help clients independently manage daily finances, with investment guidance limited to educational recommendations and referrals for comprehensive management.

Debt management Cash flow / budgeting
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David R

Series 63, Series 65

Bangor, ME

Eagle Financial Strategies

David Robbins is a financial advisor at Eagle Financial Strategies with 29 years of industry experience. He holds Series 63 and Series 65 licenses and has previously worked at Key Investment Services LLC and American Independent Securities Group, LLC. Robbins is also an independent insurance agent. Eagle Financial Strategies provides portfolio management, financial planning, and pension consulting to individual, corporate, and charitable clients. The firm uses a combination of fundamental and technical analysis to tailor asset allocations and manages accounts on a discretionary basis, offering model portfolios and fund-based solutions for smaller accounts.

General retirement planning Wealth management Cash flow / budgeting
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Richard N

Series 66

Bangor, ME

Eagle Financial Strategies

Richard Nickerson is a financial advisor at Eagle Financial Strategies in Bangor, ME, holding a Series 66 designation with 24 years of industry experience. Prior to joining Eagle Financial Strategies in 2019, he worked at LPL Financial LLC and Camden National Bank from 2008 to 2019. Eagle Financial Strategies provides portfolio management, financial planning, and pension consulting to individual, corporate, and charitable clients. The firm offers discretionary, individualized account management, including model portfolios and fund-based solutions, and uses a combination of fundamental and technical analysis to develop and adjust asset-allocation targets.

General retirement planning Wealth management Cash flow / budgeting
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