The New Generation of Innovation

For more than 40 years, Mike and Phil have not only built a culture of innovation and exceptional client care, they have groomed and inspired their team of financial professionals to lead Lebel & Harrmian into the next generation.

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Honest Financial Advice ~ Inspired Solutions

We are a financial planning firm offering expertise in retirement planning, insurance planning, portfolio management, business succession, and retirement plan management.

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Lebel & Harriman Articles

October 31, 2019

Where it All Began: The Phil & Mike Story

For more than 40 years, Mike and Phil have not only built a culture of innovation and exceptional client care, they have groomed and inspired their team of financial professionals to lead Lebel & Harrmian into the next generation.

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March 26, 2018

Lebel & Harriman ~ Celebrating 40 Years ~ Pays it Forward by Giving $40,000

Michael Lebel and Philip Harriman, Founding Partners of Lebel & Harriman, have launched 40 Forward, a celebration of 40 years of building brighter futures for our clients, by giving...

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October 25, 2017

Family Governance – The Why, What, and How for Affluent Families.

TOPIC: Family Governance – The Why, What, and How for Affluent Families. MARKET TREND: Studies continue to identify that the successful transition of large family legacies involves...

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