About Us

Our Vision

We believe financial advisory and fiduciary services should be simpler, more transparent, and built on trust that is earned every day. At Lebel & Harriman, our vision is to redefine what it means to be a financial advisor by doing what is right, putting clients first, and delivering guidance that is clear, thoughtful, and genuinely helpful.

Our roots in Maine shape everything we do. We come from a place where relationships matter, promises mean something, and hard work speaks louder than hype. We believe in being humble, approachable, and easy to work with. That means showing up prepared, listening carefully, explaining complex topics in plain language, and standing alongside our clients as true partners, not product pushers or distant experts.

Through our Employer Financial Services, we help organizations take better care of their people. From retirement plans to broader employee benefits and financial education, we believe employers deserve a fiduciary partner who brings clarity, accountability, and a long-term mindset to every decision. Our goal is to help employers build programs that are competitive, compliant, and aligned with their values, while empowering employees to feel more confident about their financial lives.

Our Personal Financial Services extend that same philosophy to individuals and families. We believe financial planning should be practical, personalized, and grounded in real life, not sales agendas. By serving clients across both their workplace benefits and personal finances, we are able to deliver a more integrated, consistent experience that supports better outcomes over time.

At the end of the day, our vision is simple. To raise the standard for financial advisory and fiduciary services. To be the firm clients trust when decisions matter. And to build lasting relationships by doing good work, the right way, for the long run.

Our Roots

Mike Lebel and Phil Harriman formally organized Lebel & Harriman, LLP as a Maine-based partnership in March of 1983 – solidifying our roots. The prevailing professional wisdom at the time was that every solution, no matter what problem their clients faced, could be found within a small toolbox of proprietary products.  By contrast, Mike and Phil believed in an idea that everyone else thought was crazy: focus on finding best interest solutions for clients instead of pushing product.  Guided by this shared core belief that if you treat people the way you want to be treated then success will follow, they began to build their firm by building relationships. 

As they looked ahead, with both the financial industry and their clients’ needs evolving, Mike and Phil decided to prepare for the future by organizing areas of specialty within the firm. Attracting and retaining top-notch talent with a range of expertise to serve these needs required building an inspiring and supportive work environment. Mike and Phil followed the same philosophy for bringing on new team members as with clients: treat people right. This is one of the legacies Phil and Mike are most proud of — the firm they started almost 40 years ago continues their reputation for being a great place to work. 

Today, Laurie Reed, Jennifer Breton, Matthew Arey, and Nate Moody serve as Partners in the firm, while Phil continues to be an integral member of the team, and Mike retired in 2022. Jennifer acts as Lebel & Harriman’s CEO, with Laurie, Rebecca Burchill, and Michelle Romano as members of the Leadership team.  They are grateful to serve a team of talented, hardworking, proactive, compassionate professionals who focus on delivering best interest advice and solutions.