Clerestory Advisors

Our Story

Clerestory Advisors is a partnership built on empowering individuals to achieve financial clarity and security. Founded in Minneapolis/St. Paul, we are an independent, fee-only financial planning and investment management firm focused on helping clients navigate their financial journeys with confidence.

Our Team

Led by Liz Alf, a certified financial planner (CFP) with a passion for personal growth and a background in teaching science, we understand the power of guidance and tailored strategies in helping people achieve their financial aspirations.

Our Mission & Values

Our core values include:

• Client-centered: We prioritize your needs and goals, working alongside you to create customized plans.
• Transparency: We believe in open communication and clear explanations, offering straightforward guidance and avoiding jargon.
• Independence: We are not beholden to any financial institutions or products, allowing us to recommend solutions that truly benefit you.
• Fiduciary responsibility: We hold ourselves to the highest ethical standards, prioritizing your financial well-being.

Our Services

We offer a comprehensive range of services to meet your individual needs, including:

Financial Planning

• Goal setting and planning
• Investment management
• Retirement planning
• Estate planning
• Cash flow and budgeting strategies
• Insurance review and optimization

Investment Management

• Goal-driven portfolio construction
• Regular reviews and rebalancing
• Access to low-cost, diversified investments
• Transparent reporting and communication

Additional Services

• Retirement planning for couples and individuals
• Financial planning for young families with a focus on saving, investing, and debt management
• Transition planning for retirees

Who We Work With

We partner with individuals who are:

• Approaching retirement: Retirees seeking to secure their financial future and navigate the complexities of post-career finances.
• Busy professional families: Families juggling work, family, and finances, who need comprehensive financial planning and investment guidance.

Getting Started

Taking the first step towards financial clarity is easy. Schedule a complimentary consultation with us to discuss your unique needs and learn how we can help you achieve your financial goals.