For Individuals

Imagine a partnership with advisors that empower you with knowledge and care deeply about your success. That is the Lebel & Harriman experience.

For decades, our team has been helping individuals prepare for a comfortable retirement. We take the time to hear your concerns and learn about what is most important to you.  

Our goal is to help you 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. 

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. 

Request A Consultation
Financial Planning
Investment Management
Insurance
Sincere STEADFAST. PRINCIPLED. ENTRUSTED.
We honor and appreciate the responsibilities you extend to us. We take our partnership with you most seriously, focus tirelessly on your behalf, and always keep your best interests front-of-mind. We do what’s right, and what’s right for you – every time.
VALUE(S) DRIVEN Hardworking. Proactive. Results-oriented. We believe in creating the right balance of efficiency and effectiveness to realize the goals we set out to achieve together. We're grounded in the day-to-day activities that make a true difference, all the while dedicating our energy toward your desired outcomes.
AT YOUR SIDE Passionate. Connected. Invested. In short, you really, really matter to us. We enjoy the chance to reach out in your direction, and love it when you do the same in return. We balance the technical with the conversational in a way that makes sense for you. When something's urgent, we're first to the front line.
PURPOSEFUL Deliberate. Educated. Perceptive. Thorough. Our best thinking is created through shared intellect, intuition, and instinct. We rely on comprehensive data to build a strong foundation for the recommendations we make... leaning into our decades of expertise while maintaining a keen focus on what the future may bring.
PERSONAL Compassionate. Real. Thoughtful. We know you because we share similar values and appreciate each other's differences. We value the deep roots we develop together over time. You never have to wonder if something isgoing unsaid or unexpressed. In a world that is sometimes unpredictable, you can always count on us to show up exactly as you expect.