November 2023 – This list is released annually by the National Association of Plan Advisors.
We are incredibly proud to announce that Matt Arey, JD and Nate Moody, CPFA, have been named to the list of Top Retirement Advisors Under 40 by the National Association of Plan Advisors (NAPA). NAPA’s “Aces” are recognized for their leadership and success in raising the bar for the industry, as the next generation of financial professionals to propel and expand retirement plans for millions of American workers.
Matt and Nate’s excellence in retirement planning makes this recognition well-deserved, and we feel privileged to have them as leaders of our team.
Established in 2014, the list of Top Advisors Under 40 is drawn from nominations (more than 600 this year) provided by NAPA Broker-Dealer/RIA Firm Partners, who are subsequently vetted by a blue-ribbon panel of senior advisor industry experts based on a combination of quantitative and qualitative data submitted by the nominees, as well as a broker-check review.
Nate Moody was previously recognized on the 2022 and 2023 editions of this list.
Awards and Honors by unaffiliated organizations. The National Association of Plan Advisors is a separate entity from Lebel & Harriman Retirement Advisors. NAPA based their selections exclusively on information prepared and/or submitted by the Firm Partners of NAPA (limited to participating advisors). Nominees were vetted by a panel of senior advisor industry experts using qualitative and quantitative data submitted by the nominees. Lebel & Harriman Retirement Advisors did not pay a fee to be included on any such ranking but does pay a fee to be a Firm Partner of NAPA.
*Although licensed to practice law, Matthew does not provide legal services for clients. Attorney-Client privilege does not apply to communications.