At Storey & Associates, we believe our clients deserve a team of trusted professionals that are dedicated to putting the clients' interests ahead of the firm’s. For this reason we have provided comprehensive financial planning solutions on a fee-only basis since Harlan Storey founded the firm in 1985.
Harlan began his career as an estate planning attorney who also provided tax planning services. Shortly into his career, he realized many of his clients investment needs were not being met. At the time, the industry predominantly consisted of brokers who invested nearly all client funds according to the same pattern. In addition, these brokers were being paid on a commission-only basis, which introduced an unnecessary conflict of interest.
In 1985, Harlan decided to expand his estate and tax planning business to offer asset management solutions on a fee-only basis. He also joined the National Association of Personal Financial Advisors (NAPFA), becoming one of the few professionals at the time to commit to providing comprehensive, fee-only financial planning. Since that time, Harlan has mentored other fee-only financial advisors in Northeast Ohio and in 2009 he left a firm he founded in the 1980s to form Storey and Associates.
Today, Storey and Associates boasts a team of CERTIFIED FINANCIAL PLANNER™ practitioners and a dedicated back office of client service professionals. Our purpose is to form life-long relationships with our clients and ultimately enable them to concentrate on what they value most in life by providing financial peace of mind. As we write the next chapter in our story, we remain committed to this vision and will strive to continuously earn the trust of our clients.