Nathan Moody
Partner, Senior Financial Advisor
Verified advisor · CRD 6063517Nate is a Partner at Lebel & Harriman and a Senior Financial Advisor on our Employer Financial Services (EFS) team. Nate’s primary focus is financial advice & consulting to businesses and non-profits including advising on retirement and executive benefits programs including 401(k) & 403(b) plans, ESOPs & KSOPs, and nonqualified deferred compensation plans. As a 401(k) Advisor, Nate specializes in helping Plan Sponsors meet their fiduciary duty, helping HR & Benefits professionals create administrative efficiencies, and helping to engage & educate employees. Boards / Community Involvement Maine Retirement Savings Board — Governor Appointed Maine Employee Benefits Council — President of the Board Healthcare Purchaser Alliance of Maine — Board of Trustees Retirement Plan Advisory Group (RPAG) — Advisory Council Awards / Industry Recognition Retirement Plan Adviser of the Year — PLANADVISER (2026) Top Retirement Plan Adviser — PLANADVISER (2024–2026) Top Retirement Advisor under 40 — National Association of Plan Advisors (2022–2026) Plan Sponsor of the Year — PLANSPONSOR (2023)* Plan Sponsor of the Year (Finalist) — PLANSPONSOR (2024)* Maine Business ‘40 under 40’ — MaineBiz (2022) Young Professional of the Year — Portland Chamber of Commerce (2020)
