About Company

Clerestory Advisors is a fee-only financial planning firm based in Bloomington, Minnesota, serving clients primarily in the Minneapolis–St. Paul area. The company specializes in helping couples, independent women, and young professional families prepare for retirement and achieve financial security. Clerestory Advisors offers a comprehensive range of services including wealth management, financial planning, investment management, estate planning, retirement planning, and tax planning. The firm emphasizes a fiduciary approach, prioritizing clients' interests with transparent fees and a planning-first philosophy that integrates tax strategies. Clerestory Advisors is committed to providing personalized, tailored financial advice to help clients confidently navigate their financial futures and transitions, especially focusing on those approaching retirement and young families building a strong financial foundation.

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