Harlan Storey (BS, CFP®, JD)

Harlan Storey focuses in the
following client markets or areas of practice:

  • Business Owners
  • Charitable Giving
  • Investment Advice with Ongoing Management
  • Medical Professionals
  • Retirement Planning & Distribution Rules
  • Tax Planning

Additional Information

HARLAN G. STOREY – JD, CFP®

Harlan has practiced fee-only financial planning since 1985, and was a founding 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 the North Canton community, and are the parents of two adult children.

NAPFA Start Date

June 01, 1985

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This Office

1360 S Main St North Canton, OH 44720-4244 Phone: (330) 526-8944 Fax: (330) 526-8948