Forty-Five Years of Doing Right by People
Since 1978, families and organizations across New England have trusted Lebel & Harriman to help them plan for what matters most. That trust is earned through consistent, honest advice and a commitment to every client we serve.
The Lebel & Harriman Approach
There’s a certain way of doing business in Maine that doesn’t translate well into a brochure. You show up when you say you will. You tell the truth even when it’s complicated. You don’t sell people things they don’t need. That’s not a philosophy we invented. It’s just how we were raised. It’s the reason clients have trusted us for over 45 years, and it’s the reason we still do business the same way we always have.
Choosing the right financial partner is one of the most important decisions you, your family, or your organization will make. At Lebel & Harriman, we take that responsibility seriously.
We understand that this choice affects not just your financial well-being, but your peace of mind and confidence in the future. Here’s why clients have trusted us for over four decades to guide their financial journeys.
Fiduciary Excellence
Locally Owned
True Partnership
A team that listens
Comprehensive Expertise
Easy to work with
Services & Solutions
Employer
Retirement Plans
Clear, fiduciary-focused guidance to help you design, manage, and strengthen a retirement program that supports your employees and your organization.
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Executive Benefits
Strategic solutions that help attract, reward, and retain key leaders while aligning compensation programs with your long-term goals.
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Succession Planning
Thoughtful planning and objective advice to help owners protect their legacy, prepare for transition, and support the future of their business.
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Investment Management
Independent investment oversight and disciplined portfolio management that align your organization’s assets with its mission and financial priorities.
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Personal
Financial Advisory Services
A complete advisory relationship that integrates planning, investment management, and insurance guidance to support your financial life with clarity and continuity.
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Financial Planning
Personalized planning that aligns your goals, values, and resources to help you make informed decisions at every stage of life.
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Investment Management
Independent portfolio management and disciplined oversight designed to protect and grow your assets over time.
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INSURANCE
Objective review and guidance to help you understand and protect against financial risk with coverage that fits your needs.
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Trusted by Generations
We are an independent financial planning firm offering expertise to employers and individuals in retirement planning, insurance planning, portfolio management, business succession, and retirement plan management.
News & Learning Center
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A comprehensive employer guide to Nonqualified Deferred Compensation plans, including 401(k), Corporate 409A, 457(b), and 457(f) plan comparisons, 2026 contribution limits, tax treatment, design considerations, and strategic…
