Clerestory Advisors, Inc.

Knowing what you want is easy – knowing how to get there is not. Clerestory Advisors offer you personalized advice on financial planning matters and investment management services. Our long term commitment to your financial goals means we clarify your risk tolerance, short and long term financial needs and personal money philosophy. By taking the time to educate you, we make sure you are comfortable and knowledgeable as we move forward with a financial plan and asset allocation tailored to your needs. We can assist you with: Financial Planning Retirement Planning Risk Management Cash Flow Planning Tax Planning Estate Planning Investment Management Ongoing Investment Management and Financial Planning Divorce Planning & Assistance

Advisors at Other Firm Offices

Associates at Other Firm Offices


Primary Office

3001 Metro Drive, Suite 220 Bloomington, MN 55425 Phone: (651) 209-2610 Fax: (651) 209-0840