Harlan Storey, CFP®, JD

Senior Wealth Advisor & Team Leader, Managing Director

North Canton, OH

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Designations

  • CERTIFIED FINANCIAL PLANNER™ professional
  • Member of the Financial Planning Association (FPA)

 

Work Experience

  • Joined MAI in 2021 following the acquisition of his firm, Storey & Associates
  • Brings over 30 years of experience providing financial counsel to individuals, families, and small businesses
  • 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
  • Areas of expertise include income tax planning, business exit strategies, estate and insurance planning, asset allocation, and career transitions

 

Life Outside of MAI 

  • Resides in North Canton with his wife and has two adult children
  • Enjoys spending time outdoors, running, kayaking, and spending time with his four grandchildren

 

Education

  • University of Akron, Degrees in Accounting and Law

We look forward to learning about your financial goals.

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