Imagine a partnership with advisors who empower you with knowledge and care deeply about your success. That is the Lebel & Harriman experience.
We build lasting relationships with business leaders by doing the right thing every time and making every interaction meaningful. From day to day challenges like piloting an impactful 401(k) or 403(b) plan, strategic recruiting or retaining programs, to funding a Buy/Sell agreement and implementing a succession plan, the team of L&H professionals is at your side with more than 300 years’ collective expertise.
If you value honest advice and personal service, we would be a great partner. Contact us today for a confidential conversation.
From start-up to $1B in assets, we’re a great fit for those who place equal weight on preparing employees for a comfortable retirement and mitigating risk and reducing fees.
Think you might want to retire in the next ten years? Start exploring your options for an external sale or internal transition today.
These specialized benefits set your workforce up for success with the tools to attract and reward key employees who will drive your business forward.