Who We Are
Clere-Fiduciary Standards
Clerestory Advisors have your best interests at heart. We take our fiduciary responsibility to you seriously and will never accept any referral fees or compensation for the purchase of a financial product. We are fee only advisors/planners and are here to serve your needs without any conflicts of interest. It's the only way we do business.
At Clerestory, the relationships we build with our clients are lasting. Taking the time to get to know you and what you want to accomplish in life is important to us. We educate our clients so you fully understand what your financial plan is and how it will be implemented. As Certified Financial Planners, Certified Public Accountants and Chartered Financial Analysts, we have a deep grounding in investment and financial planning strategies and use this knowledge to design the best path to meet your goals. We want the life you dream of to be the life you'll be living.
To read more about our fiduciary responsibility to you, visit the National Association of Personal Financial Advisors' website and read the NAPFA Fiduciary Oath.
