For Individuals

Imagine a partnership that feels as much like a friendship as it does a professional relationship.  That’s the Lebel & Harriman experience.

Sure, you can get advice online, via a 1-800 number or through a big corporate investment firm.  And still, if you value having someone at your side who cares deeply about you and your loved ones, then we’re going to be a better fit.  Just ask around.  Nearly all our clients were referred by someone who has a long-standing relationship with us.  Lebel & Harriman’s reputation was built on confidentiality, trust and personal connection. 

For decades, our team has been helping people just like you prepare for a comfortable retirement and make big financial decisions.  We take the time to hear your concerns and create your personal financial plan – a visual illustration of “what ifs” to help you make wise choices about retiring, saving, managing student loan debt, replacing income, buying or selling a business, investing, charitable giving and buying insurance protection.

Your plan will be flexible, with logic to support our recommendations.  And you can trust that we’ll be here for you and your family when it matters most, while making every interaction meaningful.

If you’re ready for a conversation about where you’re going and how best to get there, we’d be honored to join you on that journey to success. Reach out today for a confidential conversation.

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

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

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.