Clerestory (klir-stOr-E) \ An outside wall of a room that rises above with windows admitting daylight. At Clerestory Advisors Inc., we shed light on all areas of your financial life, so you can see the big picture. We believe a financial plan should be based on your life plan - your values, aspirations and dreams for your future and those you love.
As an independent, fee-only registered investment advisory firm, we serve clients with a wide range of financial planning and investment needs in the Twin Cities area. As a fiduciary, we act in our clients' best interest and are only compensated by you. As your trusted financial partner, we help support you whether planning for future retirement, financing a child's college education or transitioning into an independent life after divorce.
As an independent, fee-only registered investment advisory firm, we serve clients with a wide range of financial planning and investment needs in the Twin Cities area. As a fiduciary, we act in our clients' best interest and are only compensated by you. As your trusted financial partner, we help support you whether planning for future retirement, financing a child's college education or transitioning into an independent life after divorce.
Services
We know you're busy. It is likely that you are not paying as much attention as you would like to priorities such as managing your money, planning for retirement, or saving for college. Your net worth may be such that you know you should be doing more with your money. You are just not sure how you can do that alone.
Tom got his start in accounting and business as a CPA, controller and CFO before moving into financial planning. He discovered the corporate world was not a good fit for him. He wanted to help people, not corporations, improve their financial well-being. To earn his CFP(R) designation, he decided to pursue financial planning at the Carlson School of Management.
Clerestory is an independent, fee-only registered investment advisory firm. We work in a fiduciary capacity for you by making recommendations that are in your best interest. The only compensation we receive is from our clients. Follow through on updating Wills, Trusts, Financial Power of Attorney, Health Directive and beneficiary designations.
Clients often come to us wondering whether they will be OK as they anticipate retirement. Today, retirement means different things to each of us. It might be transitioning to a less intensive career, doing part time work or dong fun activities and/or volunteering. We collaborate with you developing what your vision of life after full time work looks like.
We are here to assist you on your financial journey. The process doesn't have to be difficult or intimidating. You do not have to be a wealthy person to plan for the future. Simply putting down on paper what you have and what you want is enough to start you on your way. Our initial consultation is free with no strings attached.
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