Data sourced from SEC public records (and other sources when available). Some details may be added by the advisor after claiming their profile. Refreshed daily • Updated today.
Credentials
CFP®, Series 63
Experience Industry experience
23 years
Location
Suite 103 Unit 4, RI 02865
Eagle Strategies (NY Life)
Enterprise
William O'Donnell is a CFP® professional with 23 years of experience in the financial services industry. He is affiliated with Eagle Strategies (NY Life) and has held roles with LBC Financial Group, LLC since 2019, as well as with Nylife Securities LLC and New York Life Insurance Company since the early 2000s. O'Donnell also operates LBC Financial Group, LLC, which focuses on brokering non-registered insurance products alongside New York Life offerings. Eagle Strategies serves a diverse client base including individual investors and institutional clients, providing financial planning, investment management, and retirement-plan advisory services. The firm delivers advice through various program types, emphasizing tailored recommendations and primarily manages assets on a non-discretionary basis.
Based on Eagle Strategies (NY Life)
Based on Eagle Strategies (NY Life)
One-time seminar fees generally range from $35 to $200 per attendee
$0+: 0% to 1.25% (for Co-Advisory Program, fees to Eagle are negotiable and range from 0% to 1.25%) 0+: Up to 0.80% of plan assets or up to $100,000 flat amount (for Eagle Retirement Plan Consulting Program; fees are negotiable and may be tiered) 0+: 0.05% to 0.80% of plan assets or up to $100,000 flat amount (for ERISA Investment Manager Program; fees are negotiable and may be tiered) $0+: 0% to 1% of Accumulation Value (for New York Life Premier Advisory Variable Annuity; advisory fee payable to Eagle)
Fee-based hourly advice ranges from $100 to $400 per hour
Ongoing Subscription Agreement for financial plans with fees agreed for five years, payable annually, monthly or quarterly
Account minimum: $25,000 (for New York Life Premier Advisory Variable Annuity) with no minimums clearly stated for other programs; some third-party managers and co-advisers may have minimums, which can be waived or charged additional fees if below minimums Minimum fee: Financial planning fees generally range from $500 to $45,000 per plan Fee-only: Financial planning fees ranging from $500 to $45,000 and fee-based hourly advice generally $100 to $400 per hour
Suite 103 Unit 4, RI
New York Life, 640 George Washington Highway
Suite 103 Unit 4 RI 02865
Advisors at this office
1
Massachusetts · Rhode Island · Texas
23 years of industry experience
LBC Financial Group, LLC
2019 - Present • 7 years
Lincoln, RI
Eagle Strategies (NY Life)
2008 - Present • 18 years
Waltham, MA
Nylife Securities LLc
2003 - Present • 23 years
Waltham, MA
New York Life insurance Company
2002 - Present • 24 years
Waltham, MA
Exclamation point means they have disclosures of this type. Check mark means no disclosures of this type were found.
Is active or affiliated with:
Insurance agent
They sell insurance products and may earn commissions on those sales.
Broker-dealer / trader
They provide brokerage services and may earn transaction-based compensation in addition to advisory fees.
Trust company
They provide trust and estate administration services, typically for separate fees.
Fund sponsor
They manage or sponsor investment funds and may earn management or performance-based fees if clients invest in them.
Accountant / CPA / tax prep
They offer tax and accounting services, typically for separate fees.
Lawyer
They provide legal services, typically billed separately.
Is not active or affiliated with:
Bank
They're affiliated with a bank that may offer its own financial products and services.
Real estate agent
They facilitate real estate transactions and may earn commissions.
Other specialized services
They may provide services such as pension consulting or municipal advisory work, typically for separate fees.
Verified by Warmer
CFP®, Series 63, Series 66, CIMA®, CPWA®
Mansfield, MA
Copper Beech Wealth Management
Adam Wojtkowski is a CFP® professional with 17 years of industry experience, currently serving as the sole advisor at Copper Beech Wealth Management. His prior roles include positions at Northwest Asset Management, Smith, Salley & Associates, and Beaumont Financial Partners. Copper Beech Wealth Management provides portfolio management and financial planning services for individual and high-net-worth clients, managing approximately $78.2 million in discretionary assets. The firm employs a diverse investment approach incorporating multiple analysis methods and emphasizes diversification across equity and fixed-income exposures using primarily ETFs and mutual funds.
Series 66, Series 65
Providence, RI
Efficient Capital Strategies, LLC
Jonathan Kuczmarski is a financial advisor at Efficient Capital Strategies, LLC with 12 years of industry experience. He holds Series 66 and Series 65 licenses and previously worked at WhaleRock Point Partners, LLC and Ameriprise. In addition to his advisory work, he maintains an active real estate salesperson license and dedicates part of his time to real estate activities. Efficient Capital Strategies is an independent firm that provides customized, goals-based financial planning, discretionary portfolio management, and advisory consultations, including services for endowment and pension boards. The firm’s value-oriented investment approach incorporates fundamental analysis with complementary technical analysis and serves both high-net-worth individuals and institutional clients.
CFP®
North Attleboro, MA
Lechner Associates
Stacie Skryz is a CFP® professional with nine years of industry experience, currently serving as the sole advisor at Lechner Associates since 2014. She is based in North Attleboro, MA, and focuses on comprehensive financial planning and wealth management. Lechner Associates is an independent, fee-only firm that serves approximately 125 clients with $94 million in assets under management. The firm provides non-discretionary portfolio management tailored through fundamental analysis and retirement modeling, offering both ongoing wealth management and hourly financial consultation services.
CFP®, Series 66
Lincoln, RI
Eisenhiler Capital LLC
Jan Hilfer is a CFP® and Series 66 credentialed financial advisor with 12 years of industry experience. He has worked at Edward Jones for nine years before founding Eisenhilfer Capital LLC, where he has been practicing since 2022. Eisenhilfer Capital LLC provides discretionary portfolio management and financial planning to individual investors, charitable organizations, and businesses. The firm customizes investment strategies based on client objectives and risk tolerance, utilizing approaches such as fundamental analysis and modern portfolio theory, and offers educational seminars upon request.
Series 63, Series 65
Providence, RI
Lodestar Wealth, LLC
James Tavares is a financial advisor with Lodestar Wealth, LLC in Providence, RI, holding Series 63 and Series 65 licenses and bringing 16 years of industry experience. His prior roles include positions at Quasar Distributors, LLC and Horizon Investments. He also supports a startup healthcare financial technology firm without receiving compensation. Lodestar Wealth Public Benefit, LLC is an independent registered investment adviser serving individuals, including high-net-worth clients, and business entities. The firm uses ETF-based, long-term portfolios guided by documented Investment Policy Statements and employs a combination of modern portfolio theory, fundamental, quantitative, and technical analysis to construct diversified allocations.
CFA®
North Attleborough, MA
Encore Investment Advisors, LLC
Robert Shuman is a CFA® charterholder at Encore Investment Advisors, LLC with five years of industry experience. His prior roles include positions at Northwestern Mutual Investment Management, Civic Financial Services, and Butterfield Asset Management. Encore Investment Advisors serves individuals, high-net-worth clients, businesses, trusts, and estates in Massachusetts, other U.S. states, and internationally. The firm offers customized wealth management combining discretionary and non-discretionary portfolio management with financial planning, employing a primarily long-term, low-turnover investment approach that utilizes ETFs, mutual funds, equities, fixed income, and alternative investments.
Not sure where to start?
We'll help you think it through—whether you ultimately need an advisor or not. Warmer helps you compare advisors clearly, so you can choose with confidence.
For advisor listings, we rely on sources including public filings and data provided by advisors, and we cannot guarantee that all information is current or accurate. Advisors are independent and may not have reviewed or updated this information. Please review an advisor’s Form ADV and do your own diligence before deciding whether to work with them.
Advisor matching and introductions are provided by FinanceHQ LLC (“FHQ”), a wholly-owned subsidiary of Warmer and an SEC-registered investment advisor. We receive compensation from certain participating advisors for introductions or referrals. This creates a conflict of interest because we have an incentive to recommend advisors who compensate us, including those who pay us more. You pay no fee to use our matching service, and advisor fees are not increased because of a referral or introduction. We do not review the ongoing performance of advisors, manage or hold assets, guarantee performance, or provide advice about specific investments.
By using our service, you agree to our Terms of Service and Advisory Agreement, and acknowledge our Privacy Policy. Please review FHQ’s ADV Part 2A and Form CRS. Logos provided by Logo.dev
© 2026 Warmer Holdings Inc. (“Warmer”)