What We Do And How We Can Help
By Harlan Storey
If you were to stop people on the street and ask them about their financial dreams, many of them would probably say financial security or peace of mind. Why is that? Money is a non-negotiable in this life. You need to work hard to earn money so you can provide for your family and cover living expenses and, if you’re lucky, have some leftover to pursue your hobbies. Managing that money and making wise financial decisions can take valuable time and energy away from the people you care about and the activities you enjoy. At Storey & Associates, it is our ultimate purpose to enable people to focus on what they value most in life by providing financial peace of mind.
Who We Are
Storey & Associates is a full-service, fee-only financial planning and investment management firm. We believe our clients deserve a team of trusted professionals who are dedicated to putting the clients' interests ahead of the firm’s. Our firm is founded on the core values of integrity in all things at all times, generosity with our time and resources, commitment to family and community, and a desire to educate our clients in terms that can be understood. Our fee-only status means we are compensated only by our clients and we accept no commissions or payments from any other sources. This allows us to eliminate conflicts of interest and remain objective when providing financial advice.
What We Do
We at Storey & Associates are committed to thoroughly understanding your financial needs and circumstances in order to provide objective financial guidance that serves your best interests.
Regardless of the specific financial needs or goals you have, we look beyond the numbers to clearly define your goals, comfort with risk, and vision of life, both now and in the future. We then develop a comprehensive, fully integrated financial plan to guide your future decisions, incorporating specific services that will address your needs. Our comprehensive services include retirement planning, asset management, income tax optimization, estate and insurance planning, and executive compensation.
Who We Serve
While we serve a diverse range of clients, we specialize in working with executives, professionals, retirees, and those approaching retirement, using our knowledge and experience to address their unique financial needs. Although our clients vary in age and profession, they share a commonality: they work hard and want to use their money to create a life they love.
We believe our clients work with us because of our holistic, personalized approach. We mix our vast amount of experience with high-touch care that takes into account both your finances and your day-to-day life. We prioritize each and every person we work with and strive to build lifelong relationships, and we believe this sets us apart.
Our Goal For You
The greatest benefit we hope to offer our clients is both peace of mind and a confident sense of direction toward their goals, both financial, career, and lifestyle. If you are ready to take control of your finances and partner with a financial advisor you can trust to be honest and objective, we invite you to experience the difference Storey & Associates can make in your life. Reach out to us at 330-526-8944 or email@example.com or schedule your free initial consultation online.
Harlan Storey is president and founder of Storey & Associates with more than 30 years of experience providing financial counsel to individuals, families, and small businesses. With a background as an estate planning attorney also providing tax services, Harlan now advises a clientele consisting of corporate executives, medical professionals, small business owners, and retirees. He specializes in income tax planning, business exit strategies, estate and insurance planning, asset allocation, and career transitions. In addition to his role as a financial advisor, Harlan is a member of the firm’s investment committee and manages the operations of the business. Harlan is a CERTIFIED FINANCIAL PLANNER (CFP®), member of the Financial Planning Association (FPA), and graduated from the University of Akron with degrees in accounting and law. Harlan was one of the earliest members of the National Association of Personal Financial Advisors (NAPFA), showing his commitment to fee-only financial planning. Harlan and his wife reside in North Canton, Ohio, and are the parents of two adult children. He enjoys spending time outdoors, running, kayaking, and tending to their 2 horses. Learn more about Harlan by connecting with him on LinkedIn.