AdvisorMatchup is engaged as an informative site for businesses of all sizes, individual investors and Financial Professionals. We publish content about a wide range of topics, including content related to legal services, accounting, loans, taxes, insurance, financial planning, and much more. Some of this content contain products and services that may be of interest to individuals. Please view our privacy policy for compete information surrounding this engagement.

Though some of our writers and content creators hold credentials in law, real estate, accounting, and finance they and AdvisorMatchup are not acting as licensed professionals. Our writers and content creators provide generally applicable content and try to break down complex topics so they are easier to understand. However, they are not providing advice for your personal or business use. Information that we provide may not apply to you, and products or services we recommend through our content creation may not be a good fit for you but may be fit for others.

We recommend consulting your business lawyer or personal lawyer if you have any questions that arise from the content we provide. 

While we strive to provide accurate, up-to-date content, we cannot guarantee the accuracy and completeness of information on our website or in emails we send to you. We regularly update articles, or publish new articles on the same relative topic, but it’s possible we may miss something.

Sometimes, the information you see on our site may not match up with what you see on a partner’s site or a third party site. Use our content as a starting point to do your own research before choosing a product or service.

Please note that product or company names, logos, and trademarks referred to on this Site belong to their
respective owners.

AdvisorMatchup is also a business that helps facilitate the aggregation of Individuals and Financial Professionals in Accounting, Mortgage Lending and Financial Planning, known as the community. AdvisorMatchup provides the community for the Individuals and Financial Professionals who elect to participate in and can be helped to compare their relative requirements and qualifications gathered voluntarily by our online forms. It is the responsibility of the Individual and the Financial Professional to enter a relationship and not that of AdvisorMatchup. All Financial Professionals participating in the AdvisorMatchup community are to be registered or chartered as fiduciaries and/or certified with a regulatory body in the United States and have the proper licenses to solicit their services in conjunction with client engagement. AdvisorMatchup receives revenue from the Financial Professionals participating in our community. AdvisorMatchup receives a marketing fee from the Financial Professional when a Financial Professional and an Individual have successfully compared their relative requirements and qualifications.  Beyond the marketing fee, AdvisorMatchup does not monitor the relationship, provide any advice in the relationship to either party, nor is additionally compensated in any part of the relationship between the Individual and the Financial Professional and does not have any type of business relationship with any Financial Professionals. It is the responsibility of the participants in the relationship to reconfirm such registrations, charters and certifications, not AdvisorMatchup, with a regulatory body in the United States and have the proper licenses to solicit their services in conjunction with client engagement.  AdvisorMatchup is not registered with the SEC, FINRA, not an Advisor or Financial Professional. AdvisorMatchup simply maintains a marketing relationship with the Financial Professionals within the community. 

AdvisorMatchup does not review the ongoing performance of any Advisor, participate in the management of any user’s account by an Advisor or provide advice regarding specific investments. We do not manage client funds or hold custody of assets, we help identify which Financial Professionals overlap with Individual’s needs and requirements. This is not an offer to buy or sell any security or interest. All investing involves risk, including loss of principal. Working with an advisor may come with potential downsides such as payment of fees (which could reduce returns). There are no guarantees that working with an advisor will yield positive returns. The existence of a fiduciary duty does not prevent the rise of potential conflicts of interest.

Any information a third party contributes to AdvisorMatchup, such as Financial Professionals, Authors, members, contributors is their own opinions and does not reflect the opinions or position of AdvisorMatchup. 

Filling out and submitting information on AdvisorMatchup, including forms, emails, signing up for incentive/loyalty programs, fall within the scope of the overall terms and disclaimers for AdvisorMatchup. This would apply to advisors, individuals, guests, authors, content providers and partners. 

AdvisorMatchup does not provide advice on anything individual’s may or may not do with their personal finances. From time to time we may give opinions on certain topics as it relates to the overall Financial atmosphere, markets, Financial Professionals landscape, personal experiences/examples, which should never be considered person advice by any means. Any information you see on our site should never be taken for investment advice, direction or positioning.

Please feel free to contact info@advisormatchup.com, subject = Privacy 

with any comments or questions you may have.