DISCLOSURE

Updated 10.3.2022

Evergreen Advisors, LLC is registered with U.S. Securities and Exchange Commission (SEC) as a registered investment adviser. Registration with the SEC does not imply any specific level of skill or training. For additional information about our services and other important disclosures please review our Form ADV Part 2A or Contact Us.

The information presented on this website is for informational and/or educational purposes only and should not be considered a recommendation to buy or sell any securities. None of the information is or is intended to constitute investment, legal, or tax advice, and no investment decisions should be made based on any of the information provided. You should consult with your financial, tax, and legal advisors before you make any decisions.

Nothing on this website should be interpreted to state or imply that past performance is an indication of future performance. Past performance is not indicative of future results. Views regarding the economy, markets, or other areas, like all predictors of future events, cannot be guaranteed to be accurate and may result in economic loss to the investor. Any information provided regarding historical market performance is for illustrative and educational purposes only. Clients or prospective clients should not assume that their performance will equal or exceed historical market results and/or averages.

All investments involve risk of loss. Different types of investments involve varying degrees of risk, and there can be no assurance that any specific investment will be profitable or suitable for a particular investor’s financial situation or risk tolerance. Asset allocation and portfolio diversification cannot assure better performance and cannot eliminate the risk of investment losses.

The information presented reflects the opinions of Evergreen Advisors, LLC as of the date of publication and these opinions are subject to change at any point without any notice. Information presented is believed to be factual and up-to-date, but we do not guarantee its accuracy and it should not be regarded as a complete analysis of the subjects discussed. Discussions do not involve the rendering of personalized investment advice, but are limited to the dissemination of general information. Again, professional advisors should be consulted before implementing any of the options presented.

TERMS AND CONDITIONS

The following Terms and Conditions govern your use of this website (www.evergreenadvisors.com). Your use of this website constitutes your acceptance of these Terms and Conditions. If you do not agree to these Terms and Conditions, do not use this website.

This website is intended for use only by individuals over the age of 18 who are accessing the website from within the United States. By using this website, you acknowledge that you are over the age of 18, located in the United States, and that you consent to our Terms and Conditions.

FORWARD LOOKING STATEMENTS:

This website may include forward-looking statements. All statements other than statements of historical fact are forward-looking statements (including words such as “believe,” “estimate,” “anticipate,” “may,” “will,” “should,” and “expect”). Although we believe that the expectations reflected in such forward-looking statements are reasonable, we can give no assurance that such expectations will prove to be correct. These forward-looking statements involve uncertainties that could cause actual results to materially differ, and readers are cautioned not to place undue reliance on them. All forward-looking statements should be read with caution. No investment or other decisions should be made based on this information.

LINKS:

Links from this website to other sites are provided for the user’s convenience and educational purposes only. We do not control or review these third-party sites, nor does the provision of a link imply any endorsement of or association with Evergreen Advisors, LLC. Navigating to any websites from this website is at your own risk.

WARRANTY DISCLAIMER AND LIMITATION OF LIABILITY:

We strive to provide accurate and up-to-date material on this website. However, we make no warranties or representations as to the accuracy or timeliness of the information presented. Your use of this website and the information presented is at your own risk. Information may become inaccurate as a result of developments after its publication on this website. We assume no responsibility to keep information current or to correct inaccuracies or errors in the information. The information on this website and the operation of it are provided “as is” and for informational purposes only, and we disclaim all representations or warranties of any kind, either express or implied, including warranties of merchantability, fitness for particular purpose, title, non-infringement, accuracy, completeness, and timeliness. Certain jurisdictions may not permit certain disclaimers of warranties, and in such a case, we disclaim warranties to the fullest extent permitted by the applicable law.

In no event shall we be liable for any direct, incidental, special, consequential, indirect, lost profits, loss of business or data, or punitive damages arising out of your access to, or use of, or inability to access or use, this website or any information presented, or the performance of any product on this website.

CHANGES:

Evergreen Advisors, LLC reserves the right to change the information presented on this website and in these Terms and Conditions from time to time at any time without prior notice. You should review these Terms and Conditions from time to time to be aware of any changes that are made.

WEBSITE PRIVACY POLICY

Evergreen Advisors takes privacy concerns very seriously. We are providing this privacy policy to explain online information collection as it pertains to use of the Site. The Site refers to www.evergreenadvisors.com.

By using the Site, you expressly consent to the terms of this Privacy Policy. The Site is intended for use only by individuals over the age of 18 who are accessing the Site from within the United States. By using the Site or submitting any information, you acknowledge that you are over the age of 18, located in the United States, and that you consent to our use and sharing of information collected or submitted as described in this Privacy Policy.

There are two primary ways we collect information about you: when you voluntarily provide it to us while using the Site and with automatic technologies connected to the Site. We explain this in further detail below in the sections titled “Information Manually Provided” and “Information Automatically Collected.”

Information Manually Provided: We collect personal information you voluntarily provide when you email us or request an appointment.

Information Automatically Collected: The Site automatically collects data by means of cookies or similar technologies to power site analytics, including: information about your browser, network, and device; how you were referred to our website; and your IP address. This information may also include details about your use of this website, including: clicks, internal links, pages visited, scrolling, and timestamps. This information does not reveal your specific identity. It is stored in Squarespace and Google Analytics.

How do we use this information? We process this information for purposes based on legitimate business interests. Uses may include sending administrative information to you, protecting our services, providing client support, providing analysis or valuable information, or monitoring the usage of our website.

Will your information be shared? We only share information with your consent, to comply with laws, to provide services to you, to protect your rights, or to fulfill business obligations.

How do we keep your information safe? We keep your information safe through a system of organizational, technical, and physical security measures.