
Honest Financial Advice and Inspired Solutions
Whether you’re seeking advice on preparing for your own retirement, managing wealth, or overseeing a corporate retirement plan, we know that you want to find confidence and comfort in your choices.
We’ll be at your side to provide guidance and counsel for your financial path forward. We do more than give advice – we’re committed to helping you lead your best life.
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.
Our Services
For Employers

Retirement Plan Management
Every sponsor has unique needs. We welcome the opportunity to customize services to meet yours.

Succession Planning
For over thirty years we have helped business owners create a legacy by ensuring that their business is passed to the new generation in the most effective manner.

Insurance
These specialized benefits set your workforce up for success with the tools to attract and reward key employees who will drive your business forward.
For Individuals

Financial Planning
Combining math and psychology — your wants and needs with your dollars to prepare your financial future.

Investment Management
We provide individuals and participants with personal financial planning, prudent asset management, income replacement projections, as well as distribution and estate planning.

Insurance
Life happens. That’s why we take pride in using a unique combination of creative ideas and experience to assist you in assuring that your family legacy continues uninterrupted should unforeseen events occur.

Announcements

L&H names Nate Moody, CPFA as Newest Partner
September 2023 – Nate Moody joins Jennifer Breton, Laurie Reed, and Matthew Arey as a Partner in the firm.

L&H is Recognized as a 2023 Best Place to Work in Maine
August 2023 – This is the fifth year L&H has applied and been named to the list, after being recognized in 2015, 2017, 2021 and 2022.

Ode to Mike Lebel on his Upcoming Retirement
December 2022 – Mike Lebel, Co-founder of Lebel & Harriman Retirement Advisors, will retire at the end of 2022.
Learning Center

DOE Implements SAVE Program in Wake of Student Loan Forgiveness Rejection
MATTHEW AREY, JD* – RETIREMENT ADVISOR, PARTNER September 2023 Student loans continue to be at the forefront of our…

IRS Issues Guidance on Roth Catch-Up Contributions
mATTHEW aREY, jd* – rETIREMENT aDVISOR, pARTNER September 2023 In December of 2022, Congress passed the SECURE Act of…

Memo on Recordkeepers’ Managed Accounts and Account Aggregation Features
August 2023 The retirement plan industry is never static. Regulators and recordkeepers are continuously seeking to make saving and…