General Disclosure
Root Financial Partners, LLC (“Root”) is a registered investment adviser with the U.S. Securities and Exchange Commission. Registration does not imply a certain level of skill or training.
Content shared on Root’s social media accounts, and on the personal accounts of Root employees and investment adviser representatives, is for general informational and educational purposes only. It is not personalized investment advice, and it is not an offer or solicitation to buy or sell any security. No advice is rendered by Root unless a client service agreement is in place.
Any opinions expressed reflect the personal views of the individual employee or representative at the time of posting, and do not necessarily reflect the views of Root as a firm. Views are subject to change without notice.
Past performance discussed in any post is not a guarantee of future results. Investing involves risk, including the possible loss of principal. Nothing posted here should be construed as a recommendation that any particular security, strategy, or course of action is suitable for any specific person.
Full information about Root’s services and fees is available in our Form ADV Part 2A.
Likes, Comments, and Shares Are Not Endorsements
Interactions with Root’s content (likes, comments, shares, follows) are not endorsements of Root, our advisors, or our services, and the people making them are not compensated for doing so.
Root monitors comments on its posts but does not necessarily agree with or endorse the views expressed by other users.
Content Creator Relationships
Content published through Root Creator Studio is produced by Root Financial Partners employees in the course of their employment. Where a video, post, blog, or other content is produced by a Root employee, that affiliation is disclosed here and, where applicable, on the content itself.
Views expressed reflect the individual employee’s perspective and communication style, and are reviewed by Root for general compliance purposes. They are not personalized investment advice.
Some content produced through Root Creator Studio generates incidental revenue through platform mechanisms such as ad placement, view-based payouts, or similar general monetization features offered by the hosting platform (e.g., YouTube AdSense). This revenue is tied to overall audience engagement with the platform, not to any specific product, security, or recommendation, and does not create a conflict of interest with Root’s advisory services.
Reposts and Third-Party Content
Root may occasionally share, repost, or comment favorably on content created by others, including financial educators and creators we work with. Doing so does not mean Root has reviewed that content in full, endorses every statement in it, or takes responsibility for its accuracy. Root’s own disclosure obligations apply to content Root produces directly; they do not extend to the entirety of a third party’s independent work product merely because Root interacted with it.
Root is not responsible for the content, accuracy, or opinions expressed on third-party websites or social media accounts linked from our pages, and does not necessarily endorse the material found there.
Fraud and Impersonation Warning
Be aware that scammers sometimes create fake social media accounts or profiles impersonating Root employees to solicit money or personal information, often involving cryptocurrency schemes. Root will never solicit investments through direct message, and legitimate account movement always goes through your advisor or our custodian directly. If you’re contacted by an account claiming to be Root or a Root employee asking for money or personal information, don’t respond, and contact us directly at he***@***********al.com to verify.
Questions
If you have questions about anything posted on our social media accounts, contact us at he***@***********al.com rather than posting personal or account-related information in a public comment.