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Lebel & Harriman Retirement Advisors
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Organization Overview
Everyone dreams of retiring comfortably. You’re helping make it possible for your employees by sponsoring a 401(k) or 403(b). We admire that. And we know there’s more to it than managing investment quality and fees.
Lebel & Harriman advisors are as skilled at satisfying ERISA responsibilities as we are at engaging participants in all life stages to take advantage of this generous benefit.
What differentiates us the most is the experience you’ll have along the way. Our team is at your side, making every interaction meaningful and enjoyable. Developing long-term relationships is central to our culture.
Lebel & Harriman advisors are as skilled at satisfying ERISA responsibilities as we are at engaging participants in all life stages to take advantage of this generous benefit.
What differentiates us the most is the experience you’ll have along the way. Our team is at your side, making every interaction meaningful and enjoyable. Developing long-term relationships is central to our culture.
Special Offer to MANP Members
Free Retirement Plan Cost Comparison & Fiduciary Checkup
Questions on the upcoming Maine Retirement Plan Mandate? Questions on the cost to start your own 403(b) plan? Want a second pair of eyes on your existing 403(b) plan? Lebel & Harriman Retirement Advisors will conduct a free Retirement Plan Cost Comparison and Fiduciary Checkup for you!
Questions on the upcoming Maine Retirement Plan Mandate? Questions on the cost to start your own 403(b) plan? Want a second pair of eyes on your existing 403(b) plan? Lebel & Harriman Retirement Advisors will conduct a free Retirement Plan Cost Comparison and Fiduciary Checkup for you!
Friend: Business Member
How Best to Contact Us
Nate Moody | nmoody@lebelharriman.com | (207) 800-9585
Specialty
Our primary focus is advising organizations on their retirement plan and executive benefits.
Fee Structure
Fee-only fiduciary advice (no commissions).
% of Clients that are Nonprofit
10
Organizational Development & Transition Services
Leadership Development
Financial Services
Financial Consulting, Investment Services
Human Resources Services
Employee Benefits