Clerestory Advisors, Inc.

Clerestory Advisors, Inc. is a financial planner in Minneapolis, MN. The firm provides comprehensive fee-only financial planning services to couples, independent women, and young professional families throughout the Twin Cities area, including Saint Paul and Bloomington. Their specialized services include wealth management, investment management, retirement planning, tax planning, estate planning, and cash flow planning.

The firm operates as an independent, fee-only practice, meaning they are paid directly by clients rather than through product commissions. This structure is designed to minimize conflicts of interest and uphold their fiduciary standard of putting client interests first. Their approach focuses on integrating tax strategies, such as Roth conversions, Social Security timing, and charitable giving, into a cohesive long-term plan. By aligning resources with personal values and goals, the firm aims to provide clarity and help clients manage both immediate decisions and future aspirations.

Located on Metro Drive, the office is a short distance from Bloomington Central Station Park and the Bloomington Central and 30th Avenue train stations. The area is also near the American Boulevard East and 34th Avenue South roads.

Clerestory Advisors is recognized for its commitment to client service, as evidenced by Principal Liz Alf receiving the 2025 Voice of the Client Highly Rated Advisor Award from Wealthtender. The firm is known for its dedication to helping families and retirees navigate complex financial transitions with transparency and professional expertise.

Clerestory Advisors provides dedicated financial planning and wealth management to help individuals and families across the Twin Cities achieve long-term security.

Services:

• Estate Planning
• Financial Planning
• Investment Management
• Retirement Planning
• Wealth Management