Storey & Associates
Storey & Associates practices as an independent, fee-only financial planning firm and SEC Registered Investment Advisor. Our independent and fee-only status provides full transparency to clients and enables us to remain totally objective when it comes to your financial welfare. In over twenty-five years of practice, we have never sold a product for a commission or accepted compensation from an outside service provider.
In addition to institutional investment management, we provide financial counseling in the areas of retirement, income tax, insurance, and estate planning. We pride ourselves on offering customized, proactive guidance to help clients of all stages of life reach their financial goals.