For Employers

A Fiduciary Partner for Your Organization’s Financial Well-Being

Employer
Services

At Lebel & Harriman, we build relationships on trust, clarity, and disciplined fiduciary guidance. Our Maine roots influence the way we work with clients, shaping a culture grounded in compassion, accountability, and doing what is right. That commitment carries through every service we provide, including retirement plans, executive benefits, business succession planning, and investment management.

As an independent firm, we offer objective advice and hands-on support that strengthens your organization and helps your employees thrive.

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Retirement Plans

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

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

Business 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

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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What Sets Us Apart

Before recommending solutions, we listen. Our client-centric approach begins with understanding you or your organization’s unique situation, concerns, and aspirations. We believe the most effective financial strategies emerge from genuine understanding rather than predetermined solutions.

The term “fiduciary” gets used frequently in financial services, but at Lebel & Harriman, it’s the foundation of everything we do. We operate with unwavering fiduciary responsibility, placing your interests first in every recommendation and decision.

As an independent firm, we don’t have any proprietary products and as our co-founder, Phil Harriman, often says, “no hot specials of the week.” This independence allows us to recommend only what truly serves your best interests, with complete transparency in our fee structure and advice.

Financial relationships should be built on trust, understanding, and mutual respect. Unlike firms that simply manage transactions, we build lasting partnerships with our clients. Our exceptional client retention rate reflects our commitment to understanding your unique goals and challenges.

We believe exceptional financial guidance should come without unnecessary complexity or frustration. Our clients consistently tell us that our accessibility, responsiveness, and straightforward communication make managing their finances and financial benefits less intimidating and more productive.

Financial well-being isn’t achieved through isolated decisions, it requires coordinated strategy across multiple disciplines. Our integrated team approach brings together specialists in Employer Financial Services and Personal Financial Services.