My husband and I have partnered with Clerestory Advisors through many stages of life—from our early years as young professionals to preparing for children, navigating job losses, planning for education, managing home projects, and thinking through retirement and estate planning. Throughout it all, their advisors have been thoughtful, personable, and incredibly helpful, consistently aligning our financial plans with the realities of each life stage. We’ve felt supported every step of the way and highly recommend them.

Clerestroy has been open and honest. We are pleased with their handling of our investments and their openness with us as clients.

As retirement neared, my wife and I sought a financial planner for advice and management of our retirement funds. We talked with a number of firms and chose Clerestory because they seemed most aligned with our retirement goals. We’ve been pleased with our experience over the past four years and impressed with Clerestory's responsiveness to our questions and concerns. As my wife and I have needs for different levels of communication when it comes to financial planning we particularly appreciate their ability to tailor discussions to address our individual understandings of investments and investment strategies.

Deeply impressed by the depth of their knowledge, clarity of communication and explanation, and the care with which they approach all aspects of helping me plan for and manage my financial future and present.

Liz has been wonderful to work with. Clerestory is thoughtful in their approach to investing and Liz ensures that we are comfortable with the decisions and investments being made, that they are communicated clearly, and that they are based on our input. It is a peace of mind that I greatly appreciate.

My daughter is a client and recommended Clerestory Advisors to us as we were considering retiring a couple of years early. We had lots of questions like had we saved enough, how do we pay ourselves, what are the tax issues we will face, medical insurance, when to take social security, and many more. Liz and Joe not only answered our questions but created a roadmap for our retirement. I am happy to say we are enjoying our retirement and don’t believe we would have retired yet if it wasn’t for their guidance.

Clerestory has been great to work with. We like their personalized and affordable services. They are knowledgeable and are a good source of accountability for ensuring we are paying attention to our finances and planning for the future.

Liz, Joe and Cindy always make us feel so comfortable through every step of the financial planning process. They are extremely well organized and excellent communicators. We are enjoying our retirement!

Working with Clerestory Advisors has been a great benefit for our financial growth and general 'life' business. We have received thorough and timely responses from Clerestory as we navigate the necessary financial changes needed for a growing family. We enjoy working with Clerestory and recommend them to any young and growing family.

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!

The staff at Clerestory Advisors have provided trusted expertise for my financial well-being for over a decade. I value their knowledge, availability and manner of working as they support me in achieving both current and long term monetary goals.

Remarkable understanding of client needs and wishes with great attention to detail! Most important is the independent nature of their work...no conflicts of interest guiding you towards some commission maximization scheme.

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 looks out for my family and provides great services. We know they are looking out for our best interests and they care for their clients. It is personal to them. Great team.

I’ve been with Liz and Tom for the last 10-15 years. Their expertise and knowledge is amazing and they are always there to assist if you need them. The customer service is incredible, and you really feel like you are taken care of.

I have worked with Clerestory Advisors for more than 15 years. They have consistently provided advice, education and service that is both accurate and timely in addition to being tailored to one's lifestage and goals..

We have been with Clerestory Advisors for over 15 years or so-maybe more. Have nothing but good things to say about about the great service and advice they have provided. They have always been very knowledgeable about any questions we have asked about our accounts and what to expect of what may happen now and in the future concerning the economy, our breakdown of stocks, bonds, our ages, expectations, etc. Dealing with Clerestory personnel (Tom Alf, Liz Alf, Joe Limond, etc.) over this period of time has always been a pleasure as well. They have been and are very knowledgeable, personable, and extremely concerned with us as their account holders. We would highly recommend Clerestory Advisors to anyone who would be looking for financial advice or financial planning. They would be very satisfied if they did. Craig and Michelle Johnson Chattanooga, TN 37415

We have been working with Clerestory for many years now. The team is wonderful in their assist planning for the future as well as responding quickly when we have questions, concerns or changes to make. Thanks for all you do Clerestory team!

We have had very positive experiences working with Clerestory Advisors. They listen and answer all questions timely. I highly recommend them to anyone seeking financial planners. And most of us need help with our financial plans!

We have been working with Clerestory Advisors for more than ten years and we greatly appreciate the ways in which they have assisted and educated us in planning for the latter part of our working years and now in retirement. I think their approach is very individualized to each client and great effort is made to listen, to understand, and then to present concrete paths to reach goals. Clerestory Advisors has also assisted us in finding professionals in estate planning and year end tax help so that when necessary, these advisors can communicate with each other seamlessly. But what really sets this company apart is the way in which they express genuine interest in our lives and are transparent and highly ethical in all interactions. I have great confidence in their work.