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Associate Partner

Nate Moody

Lebel & Harriman Retirement Advisors

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Member Profile Details

First Name Nate
Last Name Moody
Company / Organization Lebel & Harriman Retirement Advisors

Company Information

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

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Our Business

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.

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CONTACT

Let’s Do Business Together!

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

207.798.2667