Terms of Service & Legal Disclosures

Effective Date: [Insert Date], 2026

1. No Investment Advice

‍The white papers, articles, and content provided on this website are for educational and "high-level" informational purposes only. Nothing on this site should be construed as a solicitation, offer, or recommendation to buy or sell any security. Past performance is never a guarantee of future results.

2. Professional-Client Relationship

Use of this website, including the submission of a "Private Consultation" form, does not create an advisory relationship. A formal relationship is only established once a written Investment Advisory Agreement has been signed by both Marc Allen Brown and the Client.

3. Fiduciary Status

As a Series 65 licensed Investment Adviser Representative (IAR), Marc Allen Brown operates under a fiduciary standard when providing investment advice. This means he is legally obligated to act in the best interests of his clients at all times.

4. Third-Party Links

For the convenience of our high-profile clients, we may provide links to third-party resources (custodians, tax professionals, etc.). BenjaminEvelyn does not guarantee the accuracy of information on third-party sites.