Harlan Storey, CFP®, JD

Harlan is a Senior Wealth Advisor and Team Leader in MAI’s North Canton, Ohio office. He joined MAI in 2021 following the acquisition of his firm, Storey & Associates. Harlan has more than 30 years of experience providing financial counsel to individuals, families, and small businesses. He began his career as an estate planning attorney who also provided tax services and now advises corporate executives, medical professionals, small business owners, and retirees.

Harlan’s areas of expertise include income tax planning, business exit strategies, estate and insurance planning, asset allocation, and career transitions. He is a CERTIFIED FINANCIAL PLANNER™ professional, a 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.