Harlan G. Storey, CFP®, JD

Harlan G. Storey, CFP®, JD

Harlan G. Storey, CFP®, JD

President, Financial Advisor

Harlan Storey has more than 30 years of experience providing financial counsel to individuals, families, and small businesses. Having begun his career as an estate planning attorney who also provided tax services, Harlan now advises a clientele consisting of corporate executives, medical professionals, small business owners, and retirees. His areas of expertise include 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.

In 1985, Harlan committed to fee-only financial planning by becoming one of the early members to join the National Association of Personal Financial Advisors (NAPFA). He is a CERTIFIED FINANCIAL PLANNER practitioner, member of the Financial Planning Association (FPA), and graduated from the University of Akron with degrees in Accounting and Law.

Harlan and his wife reside in North Canton and are the parents of two adult children. He enjoys spending time outdoors, running, kayaking, and tending to their horses.

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