Associate Partner
Lebel & Harriman Retirement Advisors
First Name | Nate |
---|---|
Last Name | Moody |
Company / Organization | Lebel & Harriman Retirement Advisors |
Primary Contact | Nate Moody |
---|---|
Job Title | Partner |
Website | https://lebelharriman.com/ |
Phone | (207) 800-9585 |
Address 1 | 366 US Route 1 |
City | Falmouth |
Province / State | ME |
Postal Code | 04105 |
Service Category
Financial Services
Business Description
Lebel & Harriman is a Maine-based independent financial services firm dedicated to helping employers and individuals make confident, informed financial decisions. Since 1978, we’ve provided expert guidance in the areas of retirement plan consulting, financial planning, investment management, and insurance planning. Our Employer Financial Services team partners with organizations to design and manage retirement plans that support fiduciary compliance, reduce administrative burden, and improve participant outcomes. We serve as 3(21) and 3(38) fiduciary advisors, providing tailored investment advice, committee education, plan benchmarking, and a full suite of employee education & financial wellness resources. Our Personal Financial Services team supports individuals and families through comprehensive financial planning, wealth management, and risk protection strategies. Whether you're planning for retirement, saving for college, or managing complex financial decisions, our advisors provide clear, customized guidance every step of the way. What sets us apart is our deep commitment to relationships, our fiduciary-first approach, and our local roots. We see our clients not as customers, but as neighbors and partners. We take pride in demystifying financial decisions and delivering service with clarity, care, and integrity. Learn more at www.lebelharriman.com or connect with us to see how we can help you or your organization achieve your financial goals.
Get in touch with us via phone, email, or online contact form, and we’ll be in touch to discuss the ways in which we can work together.
P.O. Box 3364
Portland, Maine 04104 USA