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Friend: Business Member
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.
Friend: Business Member
Specialty
Our primary focus is advising organizations on their retirement and financial wellness benefits.
Fee Structure
Fee-only fiduciary advice (no commissions).
% of Clients that are Nonprofit
10
Financial Services
Investment Services
Human Resources Services
Employee Benefits