ADDISON ADVISORS — LEGAL Effective Date July 16, 2026
General Disclaimer The content provided on this website is for general informational purposes only. Addison Advisors, LLC makes no representations or warranties of any kind, express or implied, regarding the accuracy, completeness, or timeliness of information on this Site. All content is subject to change without notice.
Not Legal Advice Nothing on this website constitutes legal advice or creates an attorney-client relationship. The information presented reflects general principles and should not be relied upon as a substitute for legal counsel tailored to your specific facts and circumstances. Laws vary by jurisdiction, and the applicability of any legal concept to your situation requires individualized analysis by qualified counsel.
Austin Dunn is a licensed attorney. His licensure does not make this website's content legal advice, and browsing this site or submitting a contact inquiry does not establish an attorney-client relationship with Mr. Dunn or with Addison Advisors.
Not Investment or Financial Advice Addison Advisors is not a registered investment adviser under the Investment Advisers Act of 1940 or any state equivalent. Nothing on this website constitutes investment advice, a securities recommendation, or financial planning guidance.
We do not manage investment portfolios and do not charge AUM-based fees. Asset management services referenced in connection with our platform are performed exclusively by separately licensed financial professionals operating under their own regulatory obligations.
Nothing on this Site should be construed as a solicitation or offer to buy or sell any security or financial instrument.
Not Tax Advice Information on this Site regarding charitable giving structures, donor-advised funds, foundations, or tax-advantaged vehicles is general in nature and does not constitute tax advice. Tax treatment depends on individual circumstances and applicable law. Consult a qualified tax professional before making any decisions with tax implications.
Past Results Not Indicative of Future Outcomes Any references to outcomes, impact, or results achieved for clients or organizations are illustrative only. Past performance in philanthropic deployment, organizational development, or succession planning does not guarantee comparable results in future engagements. Each client situation is unique.
Third-Party Organizations References to third-party organizations, comparative models, or peer firms (including Arabella Advisors/Sunflower Services, Rockbridge Network, or others) are provided for contextual and analytical purposes only. Addison Advisors is not affiliated with, endorsed by, or in partnership with any such organization unless expressly stated in a formal agreement.
No Guarantee of Confidentiality Prior to Engagement Information submitted through this Site prior to execution of a formal engagement agreement is not subject to attorney-client privilege and should not include sensitive, confidential, or legally protected information. Formal engagement and associated confidentiality protections are established only through a signed engagement agreement.
Forward-Looking Statements Certain statements on this Site may describe firm capabilities, planned services, or anticipated outcomes. These forward-looking statements reflect current expectations and are subject to change. Addison Advisors undertakes no obligation to update forward-looking statements to reflect subsequent developments.
Contact For questions regarding this policy, contact us at [email protected].