By Harlan Storey​

Throughout your life, different people will play different roles. Some will be casual and others more prominent. As your financial advisors, we understand the significance of the role we play in the lives of the families we serve and the importance of building long-lasting relationships as well as providing reliable counsel. No one wants to place their trust regarding their finances in the hands of a stranger. So, it comes as no surprise that many people find it pretty overwhelming to find an advisor they can rely on to fill that role in their lives.

Deciding who you will trust with your hard-earned money should not just happen haphazardly. We fully understand the gravity of this decision and are therefore honored to be given the opportunity to continue serving new individuals and families who thoughtfully choose to place their finances in our hands. We understand and respect the concerns of this fateful process.

Here at Storey & Associates, we place the utmost value on our clients and greatly appreciate the opportunity to serve the significant people in their lives as well. We happily welcome the chance to connect with your friends and loved ones who may benefit from the services we provide. Your referrals are the highest compliment and an integral part of our continued growth.

What Sets Storey & Associates Apart

We’ve been fortunate to work with a diverse range of clients, many of whom already refer their friends and family to us. We believe so many people have referred others to us for a few different reasons:

• We offer thorough confidence.  At Storey & Associates, we believe our clients deserve to work with advisors who provide oversight and scrutiny of every aspect of their financial affairs as if they were their own. This is our primary objective for everyone we serve. We believe an advisor should instill confidence in his clients. A lack of confidence can lead to stress and worry, which can then impact your overall happiness, contentment, and health. We truly care about our clients’ well-being.
• We hold ourselves to the highest standard. A fiduciary duty is the highest standard of care. As investment fiduciaries, we are someone you have placed the utmost trust and confidence in to manage and protect your property or money, creating a relationship in which we have an obligation to act for your benefit. We take this duty seriously and uphold the highest fiduciary standards. 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.
• We Strive To Efficiently Protect Your Portfolio. Harlan Storey 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. In 1985, Harlan decided to expand his estate and tax planning business to offer asset management solutions. 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 then, Harlan has mentored other fee-only financial advisors in northeast Ohio who are also committed to eliminating unnecessary investment costs and identifying tax strategies that strive to improve the success of your long-term financial plan.
• We Offer Personalized Service. When Harlan first began, 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. Today, Storey & Associates boasts a team of CERTIFIED FINANCIAL PLANNER™ practitioners and a dedicated back office of client service professionals. Our purpose is to form lifelong 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.
• We Are Informative. We wouldn’t blindly trust someone with our financial well-being, and we don’t expect our clients to have to do that either. That is why we have made some of our core values to be generous with our time and resources and to educate our clients in terms that can be understood. We always want to be available when you need us, and able to answer any questions or concerns you may have so that you can find peace of mind in understanding who you have entrusted your finances to and what we are doing to serve you well. The public is often fed incorrect facts, reactive scare stories, and general tips dished as tailored advice, making an already confusing topic even harder to navigate. There is a great need for reliable financial advice, and we are a firm that is devoted to meeting that need.

The People We Serve Best

Storey & Associates offers financial planning and asset management solutions for a broad range of clients with special expertise to address the unique circumstances of executives, professionals, retirees, and those approaching retirement. Each of these groups presents their own unique advantages and disadvantages.

Executives have ample opportunity to build significant wealth, but with higher accumulation comes additional complexity, which increases risk and taxation. Professionals face start-up expenses coupled with an initial delay in their ability to generate a high income that can have a long-lasting negative effect on their financial well-being. Add to that the ongoing demands of developing their practice and expanding their body of knowledge, many professionals are left without the time necessary to think about their financial future, let alone plan for it. And for those in or nearing retirement, an increasing number of people are confronting the relatively new reality of having to create a retirement income stream almost exclusively from their own capital resources. To compound the challenge, low interest rates, rising healthcare costs, and the prospect of having to stretch their income sources over several decades has shaken the confidence of many retirees.

Storey & Associates offers a full range of executive planning services to help you navigate the complexities of your unique situation, while harnessing the expertise and resources of multiple planning disciplines in working with professionals to develop and implement a fully integrated financial plan. For pre-retirees and retirees, we create customized income plans that provide clarity and confidence for their vision of retirement.

Do You Know Someone Who Could Benefit From Our Services?

It is our top priority to provide each and every client with an excellent experience that meets all of their financial planning needs. Want to know more about retirement planning? We’re here. Feeling overwhelmed by investment management? We’re here. Need assistance with insurance and estate planning strategies? We’re here. Want to begin or review an existing portfolio? You guessed it—we’re here! And if you have family or friends who have questions in any of these areas, we are here for them too.

If you’re a client with Storey & Associates and you’ve enjoyed working with us, we hope you’ll refer a friend, colleague, or family member who may benefit from our services as well. Go ahead and forward this article to them now! We understand that the thought of partnering with an advisor to develop a financial plan can seem overwhelming, which is exactly why we utilize a planning process that is consistent and made known up front: Click here to check out our new client process. Get in touch with us today by calling 330-526-8944, shooting us an email at info@storeyassociates.com, or, if you prefer, you can quickly and easily click here to schedule your free initial consultation online.

About Harlan

Harlan Storey is president and founder of Storey & Associates with more than 30 years of experience providing financial counsel to individuals, families, and small businesses. With a background as an estate planning attorney also providing tax services, Harlan now advises a clientele consisting of corporate executives, medical professionals, small business owners, and retirees. He specializes in 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. Harlan is a CERTIFIED FINANCIAL PLANNER (CFP®), member of the Financial Planning Association (FPA), and graduated from the University of Akron with degrees in accounting and law. Harlan was one of the earliest members of the National Association of Personal Financial Advisors (NAPFA), showing his commitment to fee-only financial planning. Harlan and his wife reside in North Canton, Ohio, and are the parents of two adult children. He enjoys spending time outdoors, running, kayaking, and tending to their two horses. Learn more about Harlan by connecting with him on LinkedIn.