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About Us

Fee-Only

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We are paid directly by you rather than earning a commission on products or solutions sold.

Fiduciary

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We are held to a legal and personal standard to provide recommendations that are in your best interest.

Independent

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Our independence means we can access all solutions to identify the best options for your needs.


Watch our Principal- Liz Alf- on an episode of the Uncommon Advisor podcast.

In this episode, Liz shares her thoughts on the importance of serving young families.  She also discusses how Clerestory Advisors provides value to these clients with a flat fee service model.  


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