LEGAL

Terms of Use

Effective Date: January 1, 2026   |   Last Updated: January 1, 2026

1. Acceptance of Terms

By accessing or using the website located at purpose1st.co (the "Site"), you agree to be bound by these Terms of Use ("Terms"). If you do not agree to these Terms, please do not access or use the Site. These Terms apply to all visitors, users, and others who access the Site.

Purpose1st, LLC ("Purpose1st Financial," "we," "us," or "our") reserves the right to modify these Terms at any time. Changes become effective upon posting to the Site. Your continued use of the Site after any modification constitutes your acceptance of the revised Terms.

2. Nature of Information

The content on this Site is provided for informational purposes only and does not constitute investment advice, financial planning advice, legal advice, tax advice, or any other professional advisory service. Nothing on this Site should be construed as an offer to sell or a solicitation of an offer to buy any security or investment product.

Past performance is not indicative of future results. All investments involve risk, including the possible loss of principal. The information provided on this Site does not take into account your individual financial situation, investment objectives, risk tolerance, or particular needs.

NO CLIENT RELATIONSHIP

Viewing this Site, submitting a contact inquiry, or communicating with us through this Site does not create a client relationship. An advisory relationship with Purpose1st Financial is established only through the execution of a written investment advisory agreement.

3. Investment Adviser Disclosure

Purpose1st, LLC is registered as an Investment Adviser with the State of Ohio. Registration as an investment adviser does not imply a certain level of skill or training. Additional information about our firm is available on the SEC's Investment Adviser Public Disclosure website at adviserinfo.sec.gov.

We are not a broker-dealer, bank, insurance company, or law firm. Our written disclosures, including our Form ADV Part 2A (Firm Brochure) and Part 2B (Brochure Supplements), are available upon request and through this Site.

4. Permitted Use

You may access and use this Site solely for lawful, personal, non-commercial purposes. You agree not to:

  • Copy, reproduce, distribute, or create derivative works of any content without our prior written consent.
  • Use any automated tool, robot, spider, scraper, or other means to access or index the Site.
  • Transmit any unsolicited communications, spam, or malicious code.
  • Attempt to gain unauthorized access to any portion of the Site or its related systems.
  • Use the Site in any manner that could damage, disable, overburden, or impair its operation.
  • Misrepresent your identity or affiliation with any person or organization.

5. Intellectual Property

All content on this Site, including but not limited to text, graphics, logos, icons, images, and the overall design, is the property of Purpose1st, LLC or its content suppliers and is protected by applicable copyright, trademark, and other intellectual property laws.

The Purpose1st name, logo, and all related marks are trademarks of Purpose1st, LLC. You may not use any of our trademarks, service marks, or trade dress without our prior written permission.

6. Third-Party Links and Content

This Site may contain links to third-party websites or resources. These links are provided for your convenience only. We have no control over the content of those sites and accept no responsibility for them or for any loss or damage that may arise from your use of them. Linking to a third-party site does not constitute an endorsement of that site or its content.

7. Disclaimer of Warranties

THE SITE AND ALL CONTENT ARE PROVIDED ON AN "AS IS" AND "AS AVAILABLE" BASIS WITHOUT WARRANTIES OF ANY KIND, EITHER EXPRESS OR IMPLIED, INCLUDING BUT NOT LIMITED TO WARRANTIES OF MERCHANTABILITY, FITNESS FOR A PARTICULAR PURPOSE, TITLE, AND NON-INFRINGEMENT.

We do not warrant that the Site will be uninterrupted, error-free, or free of viruses or other harmful components. We do not warrant the accuracy, completeness, or timeliness of any information on the Site.

8. Limitation of Liability

TO THE FULLEST EXTENT PERMITTED BY APPLICABLE LAW, PURPOSE1ST, LLC AND ITS MEMBERS, OFFICERS, EMPLOYEES, AND AGENTS SHALL NOT BE LIABLE FOR ANY INDIRECT, INCIDENTAL, SPECIAL, CONSEQUENTIAL, OR PUNITIVE DAMAGES ARISING OUT OF OR RELATED TO YOUR USE OF OR INABILITY TO USE THE SITE, EVEN IF WE HAVE BEEN ADVISED OF THE POSSIBILITY OF SUCH DAMAGES.

In no event shall our total liability to you for all claims arising out of or relating to these Terms or your use of the Site exceed one hundred dollars ($100).

9. Indemnification

You agree to indemnify, defend, and hold harmless Purpose1st, LLC and its members, officers, employees, and agents from and against any claims, liabilities, damages, judgments, awards, losses, costs, or expenses (including reasonable attorneys' fees) arising out of or relating to your violation of these Terms or your use of the Site.

10. Privacy

Your use of this Site is also governed by our Privacy Policy, which is incorporated into these Terms by reference. By using the Site, you consent to the collection and use of your information as described in the Privacy Policy.

11. Governing Law and Dispute Resolution

These Terms shall be governed by and construed in accordance with the laws of the State of Ohio, without regard to its conflict of law provisions. Any dispute arising out of or related to these Terms or your use of the Site shall be subject to the exclusive jurisdiction of the state and federal courts located in Franklin County, Ohio, and you hereby consent to the personal jurisdiction of such courts.

12. Severability and Waiver

If any provision of these Terms is found to be unenforceable or invalid, that provision will be limited or eliminated to the minimum extent necessary so that these Terms will otherwise remain in full force and effect. Our failure to enforce any provision of these Terms shall not constitute a waiver of that provision.

13. Contact

Questions or concerns regarding these Terms of Use may be directed to us at:

Purpose1st Financial

Email: contact@purpose1st.co
Phone: 614-467-0617

These Terms of Use are provided for informational purposes and do not constitute legal advice. Purpose1st Financial encourages visitors to consult independent legal counsel regarding any legal questions specific to their circumstances.
P
PURPOSE1ST FINANCIAL

Purpose-led wealth management for families of exceptional means.

CONTACT

Purpose1st Financial  |  Hilliard, Ohio614-467-0617contact@purpose1st.co

CONNECT

2026 Purpose1st Financial. All rights reserved. Purpose1st, LLC is registered as an Investment Advisor with the State of Ohio. Registration does not imply any level of skill or training.