Clerestory Advisors, Inc.

"Trust--We trust Clerestory to manage our assets and to give us sound advice. Fiduciary---It is important to us that Clerestory is a fiduciary advisor firm and thus are legally bound to act in our best interest versus a brokerage firm. Liz and Joe are very knowledgeable and have done an outstanding job in getting us ready for retirement and now being able to enjoy retirement and knowing we will be financially sound. It gives us such peace of mind. Plus they are such nice people!"

"We have been working with Clerestory for many years and are so appreciative of their efforts to prepare us for retirement and now working with us during these retirement years. They are very responsive, client focused and always have our best interests in mind. Our annual meetings are super productive and any follow up actions are always addressed in such a timely fashion. We would highly recommend them to anyone, whether early in your career and looking to the future, close to retirement or in retirement, their experience and consultation is exemplary!!!!"

"Clerestory Advisors has been an excellent retirement planning firm. For me it has made me very comfortable in retirement and secure. They have analyzed me to a ripe old age and if I obey all the rules and stay within my budgets I will have a nice long and happy retirement, I feel they've invested wisely for me or at least diversified my IRA into funds in my favor. I would recommend them to anyone. Mary Ellen Lloyd."

"Clerestory Advisors we’re recommended to me at a very difficult time in my life- after the loss of my husband. He was the one who managed our investments. Tom, Liz and now, Joe have patiently guided me through all the options available to me. They have secured my future. Not only have they been the financial guides I needed but, they are genuinely concerned for my welfare. I am so blessed to have them in my life! If you are looking for caring, honest financial guidance look no further than Clerestory Advisors."

"Liz and Joe are worth their weight in gold. They approach financial planning with the utmost thoughtfulness, compassion, and nonjudgement. Our family has been working with Clerestory for the past ~5 years and have been endlessly impressed with their responsiveness and communication. They care about YOUR goals, and customize planning based on that. I can relax because I know our finances are in good hands, which is truly the greatest gift."