Nathan Parkhouse
Strategic advisor to owners of RIAs and financial advisory practices
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Terms of Use

Last updated: October 26, 2026

Welcome to nathanparkhouse.com, operated by Nathan Parkhouse Advisory. By using this site you accept these terms. They are short and in plain language on purpose.

What this site is

This site describes advisory work for owners of RIAs and financial advisory practices and offers two ways in: the guides and a call. The content is general information about how practices are structured, drawn from experience. It is not financial, legal, tax, or investment advice, and nothing here creates a client relationship. Engagements are formed separately, in writing.

The guides

The guides are general material built from Nathan's own practice and his work with owners. They are a starting point for a conversation, not an evaluation of your business, and the results of any self-assessment in them reflect the answers you give.

Your use of the site

Use the site for its intended purpose. Do not attempt to interfere with its operation, misrepresent your identity in forms, or use content from the site in a way that suggests endorsement.

Content and ownership

The content on this site, including the Client Trust Triangle™ and the guides, belongs to Nathan Parkhouse Advisory. You are welcome to share links to the site. Reproducing the guides or substantial portions of the content requires written permission.

Third-party services

Scheduling, form processing, and hosting are provided by third-party services with their own terms. Links to external sites, including LinkedIn, are provided for convenience; their content is theirs.

No warranties, limited liability

The site is provided as-is. While the content is maintained with care, no guarantee is made that it is complete, current, or suited to your situation. To the fullest extent permitted by law, Nathan Parkhouse Advisory is not liable for decisions made on the basis of site content alone. Decisions about your practice deserve a conversation, which is what the site exists to start.

Changes

These terms may be updated; the date above will change when they are. Continued use after a change means acceptance.

Contact

Questions about these terms: [email protected]

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