Harlan  Storey

Harlan Storey

| CFP®, JD

Storey & Associates

Fee Only Financial Planner Located in North Canton, OH and Serving Clients Nationwide

Specialties

  • Fee-Only Financial Services
  • Comprehensive Financial Planning
  • Free Initial Consultation
  • Investment Management
  • Retirement Planning
  • Education Planning
  • Elder Care Issues
  • Estate Planning
  • Insurance Analysis
  • Charitable Giving and Trusts
  • Planning for Business Owners
  • Cash Flow and Budgeting

Visit Us

1360 South Main Street
North Canton, OH 44720

Harlan Storey is a NAPFA-Registered Financial Advisor.
NAPFA is the country's leading association of Fee Only Financial Planners.
What is "Fee Only Financial Planning," and why is it important?

Harlan Storey is a Fee Only Financial planner in North Canton, OH. Harlan Storey is a NAPFA-Registered Financial Advisor.

Harlan has practiced fee-only financial planning since 1985, and was an early member of the national fee-only planning organization, the National Association of Personal Financial Advisors (NAPFA).  Harlan earned degrees in accounting and law from the University of Akron.

Harlan divides his time between managing the firm and solving complex financial challenges for clients in the medical, corporate, and engineering fields, as well as small business owners.  He has advised clients in the areas of tax, retirement planning, investment management, insurance strategies, stock options, and succession planning.  His experience also extends to career guidance and properly planning exit strategies.
Harlan was the founder of Cornerstone Capital Advisors, a Registered Investment Advisor located in Green, Ohio, in 1987.  In 2009, he once again started his own firm, Storey & Associates, located in North Canton, Ohio.  He and his wife, Lea, reside in North Canton, and are the parents of two adult children.