Lebel & Harriman Retirement Advisors


Lebel & Harriman advisors are dedicated to helping people retire comfortably.   Our team serves ERISA 401(k)/403(b) plan sponsors as well as individuals with fiduciary advice designed to enhance outcomes.  Whether you’re seeking services for your qualified plan or your personal situation, your experience with us will be educational, meaningful, productive and enjoyable.  All of us at L & H are proud to make a positive difference in the lives of our clients and our community every day. 

We’re proud to be an independent financial services company owned by women, and honored to be named a 2021 “Best Places to Work”.

Lebel & Harriman Retirement Advisors stand ready to build a long-term relationship and champion your success.  

Services for Employers:

  • Fiduciary training/education
  • 401(k) / 403(b) fiduciary advice services
  • Plan design guidance
  • Participant wellness/education/advice
  • Business succession consulting
  • Executive benefits
  • 401(k) / 403(b)  fee benchmarking and negotiations
  • 401(k) / 403(b) RFP/RFI projects


Services for Individuals:

  • Financial planning and retirement income projections
  • Wealth management
  • Life insurance
  • Annuity contracts / analysis
  • Long term care protection
  • Legacy planning