This website is dedicated to providing a searchable directory of financial advisors across the United States. We aim to empower users with accessible, relevant, and informative profiles to aid in making informed financial decisions. However, by using this website, you acknowledge and agree to the following terms and policies:

1. Information Accuracy and Use

All content provided on this website — including names, contact details, firm affiliations, certifications, and other biographical or professional information about financial advisors — is intended for informational purposes only. While we take reasonable steps to ensure data is accurate and updated regularly, we do not warrant or guarantee the accuracy, reliability, or completeness of any information listed on the site.

Information may have been collected or aggregated from publicly available sources, including but not limited to:

  • FINRA BrokerCheck

  • SEC Investment Adviser Public Disclosure (IAPD)

  • Public firm websites

  • Media articles and business profiles

We encourage all users to independently verify an advisor’s credentials and disciplinary history directly from official regulatory databases before making any decisions.

2. No Financial Advice or Endorsement

This website does not provide investment advice, financial guidance, or personal recommendations of any kind. The inclusion of any individual or firm on this site does not constitute an endorsement, sponsorship, or recommendation by us.

All users should conduct their own due diligence and, if necessary, consult a licensed professional advisor or legal representative before entering into any financial relationship.

3. Third-Party Sources & Attribution

We may reference or link to third-party websites or databases. These external sources are not under our control, and we are not responsible for the accuracy, availability, or content of those sites.

All trademarks, certifications (e.g., CFP®, CFA), and firm names mentioned are the property of their respective owners. Use of such references does not imply any affiliation with or endorsement by those entities.

4. Data Collection & Use

We collect only publicly available information to create advisor profiles. If you are a listed advisor and wish to update, correct, or remove your information, please contact us at [Insert Contact Email], and we will respond promptly.

We respect all applicable data protection and privacy standards and do not knowingly display sensitive personal information beyond what is publicly disclosed by regulatory authorities.

5. Limitation of Liability

Under no circumstances shall we be liable for any direct, indirect, incidental, or consequential loss or damage that results from the use or misuse of this website or the information contained herein.

This includes, but is not limited to, errors or omissions in data, decisions made based on the information provided, or any business or financial losses resulting from reliance on the directory.

6. Changes to This Policy

We reserve the right to update or modify this policy notice at any time without prior notice. It is your responsibility to review this policy periodically for changes. Continued use of the website after any such updates will constitute your acknowledgment and acceptance of those modifications.

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