Terms of Service

Effective Date: 01/01/2025
Last Updated: 10/19/2025

Welcome to Connecting-NOVA.com (“Connecting NOVA,” “we,” “our,” or “us”). These Terms of Service (“Terms”) govern your access to and use of our website, digital tools, and referral services (collectively, the “Services”). By accessing or using Connecting-NOVA.com, you agree to comply with and be bound by these Terms, as well as our Privacy Policy.

If you do not agree to these Terms, please discontinue use of the Services.


1. Purpose of Connecting NOVA

Connecting NOVA is an independent referral and educational platform designed to help individuals in the Northern Virginia region connect with qualified, independent financial professionals who specialize in equity compensation, tax planning, retirement strategies, and wealth management.

We are not a registered investment adviser (RIA), broker-dealer, or financial institution, and we do not provide investment, tax, or legal advice.
All advisory services are provided exclusively by independent third-party professionals (“Advisors”) who are not employees or agents of Connecting NOVA.


2. No Financial, Legal, or Tax Advice

All information provided on Connecting-NOVA.com — including articles, educational materials, calculators, charts, videos, and advisor listings — is provided solely for informational and educational purposes.

Nothing on this site should be construed as:

  • Personalized financial, investment, tax, or legal advice.

  • An offer to buy, sell, or recommend any security, product, or financial instrument.

  • A solicitation to engage any particular financial advisor or firm.

Before making any financial or investment decision, you should consult a qualified professional who is familiar with your personal circumstances.


3. Advisor Independence and Screening

Advisors featured or introduced through Connecting NOVA operate independently and are not affiliated with Connecting NOVA. Each Advisor is responsible for maintaining their own regulatory registration, licenses, and compliance with applicable state and federal laws.

Connecting NOVA does not:

  • Supervise or control the advice given by any Advisor.

  • Guarantee or warrant any outcomes, performance, or suitability of recommendations.

  • Endorse or rank any specific Advisor or firm.

We may verify that Advisors hold appropriate credentials (such as CFP®, CPA, or CFA®) and are in good standing with regulatory bodies such as the SEC or FINRA, but we make no representations about their continuing qualifications or disciplinary history.


4. Referral Disclosure

Connecting NOVA may receive a flat-fee or referral fee from certain Advisors or firms when a user connects through our platform. Any such fee is not contingent on investment performance or specific financial products and does not affect the cost of services to you.

These relationships will be disclosed in accordance with Rule 206(4)-3 under the Investment Advisers Act of 1940 and any applicable state referral laws.

You are encouraged to ask any referred Advisor whether a referral fee was paid and to review their Form ADV or equivalent disclosure document before engagement.


5. User Responsibilities

By using Connecting-NOVA.com, you agree that you will:

  • Use the Services solely for lawful purposes.

  • Not misrepresent your identity or provide false information.

  • Not attempt to access non-public areas of the website or its systems.

  • Not use automated data scraping tools or bots without prior written permission.


6. Intellectual Property Rights

All content on Connecting-NOVA.com — including text, design, graphics, logos, icons, videos, and software — is the property of Connecting NOVA or its licensors and is protected by applicable copyright, trademark, and intellectual-property laws.

You may view or print content for personal, non-commercial use only.
Reproduction, redistribution, or republication of site materials without written consent is strictly prohibited.


7. Third-Party Links and Content

Connecting-NOVA.com may include links to third-party websites, calculators, or financial tools.
These links are provided for convenience and informational purposes only.
Connecting NOVA has no control over, and assumes no responsibility for, the content, accuracy, or policies of third-party sites.

Your interactions with third-party sites or Advisors are solely between you and that third party.


8. Limitation of Liability

To the fullest extent permitted by law, Connecting NOVA, its owners, employees, contractors, and affiliates shall not be liable for any indirect, incidental, special, consequential, or punitive damages, including but not limited to loss of data, profits, or goodwill, arising from your use of or reliance on the Services.

Our total cumulative liability shall not exceed one hundred U.S. dollars ($100) or the amount you paid (if any) for the Services.


9. No Warranty

The Services are provided on an “as-is” and “as-available” basis.
Connecting NOVA makes no warranties or representations, express or implied, regarding:

  • The completeness, accuracy, or reliability of information on the site;

  • The quality or results of any referral; or

  • The continuous availability or error-free operation of the site.

We expressly disclaim all implied warranties of merchantability, fitness for a particular purpose, and non-infringement.


10. Indemnification

You agree to defend, indemnify, and hold harmless Connecting NOVA and its affiliates from any claims, liabilities, losses, and expenses (including reasonable attorneys’ fees) arising out of or related to your use of the Services, your interactions with Advisors, or your violation of these Terms.


11. Termination

We may suspend or terminate your access to the Services at any time without prior notice if you violate these Terms or use the site in a manner inconsistent with its intended purpose.


12. Governing Law and Jurisdiction

These Terms shall be governed by and construed in accordance with the laws of the Commonwealth of Virginia, without regard to its conflict of law provisions.
Any disputes shall be brought exclusively in the state or federal courts located in Fairfax County, Virginia.


13. Changes to These Terms

Connecting NOVA reserves the right to modify these Terms at any time. Updates will be posted on this page with an updated “Effective Date.”
Your continued use of the Services following any modifications constitutes acceptance of the revised Terms.


14. Contact Information

For questions about these Terms or our referral policies, please contact us:
📧 support@connecting-nova.com
🌐 https://www.connecting-nova.com
📍 Reston, VA


15. Regulatory and Compliance Disclosures

  • Connecting NOVA is not registered with the SEC or any state securities regulator as an investment adviser or broker-dealer.

  • Any Advisor introduced through Connecting NOVA is solely responsible for compliance with applicable SEC, FINRA, or state regulatory requirements.

  • Connecting NOVA makes no representations regarding any Advisor’s ongoing registration status or disciplinary record; users are encouraged to verify registration through FINRA BrokerCheck or the SEC Investment Adviser Public Disclosure (IAPD) database.

  • The appearance of an Advisor or firm on Connecting-NOVA.com does not constitute an endorsement, recommendation, or guarantee of competence.


16. Entire Agreement

These Terms, together with the Privacy Policy and any additional disclosures provided on the website, constitute the entire agreement between you and Connecting NOVA regarding your use of the Services.

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