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Terms of Use

Last Updated: February 28, 2026

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Informational Purpose Only; No Fiduciary Relationship
 

  • Architecture Over Advice: The content on this website—including descriptions of the Lyceum Method and Lyceum Architecture—is provided for informational purposes only.

  • Consultation Requirement: Use of this site does not establish a fiduciary relationship. Such a relationship is only formed upon the execution of a formal, written advisory agreement with Lyceum Financial Group, LLC.

  • No Tax or Legal Advice: While we highlight our unified tax expertise through Cerullo LLC, this site does not provide specific tax, legal, or accounting opinions.
     

Intellectual Property Protection
 

  • Proprietary Framework: "The Lyceum Architecture," "The Lyceum Method," and all associated multidisciplinary pillars are the exclusive intellectual property of Lyceum Financial.

  • Restriction of Use: Any unauthorized reproduction, mirroring, or "scraping" of our proprietary methodology or brand assets is strictly prohibited.
     

Digital Accessibility & Inclusion
 

  • Our Standard: Lyceum Financial Group is committed to providing a digital experience that is accessible to all Modern Stewards. We strive to conform to WCAG 2.1 Level AA standards to the best of our ability.

  • Ongoing Efforts: We utilize the Wix Studio Accessibility engine to maintain these standards as our multidisciplinary portal evolves.

  • Feedback: If you encounter any barriers, please contact our Elmsford office at 914-332-4040 so we can provide the information through an alternative method.
     

Limitation of Liability
 

Lyceum Financial is not liable for any direct or indirect damages arising from your use of the information on this site. All "Quantitative Modeling" or "Capital Diagnostics" mentioned are subject to individual client variables and market volatility.
 

Governing Law & Global Access
 

  • Jurisdiction: These terms are governed by the laws of the State of New York, without regard to conflict of law principles.

  • International Use: If you access this site from outside the United States, you are responsible for compliance with all applicable local laws.

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The content is developed from sources believed to be providing accurate information. The information in this material is not intended as tax or legal advice. Please consult legal or tax professionals for specific information regarding your individual situation. Some of this material was developed and produced by FMG Suite to provide information on a topic that may be of interest. FMG Suite is not affiliated with the named representative, broker - dealer, state - or SEC - registered investment advisory firm. The opinions expressed and material provided are for general information, and should not be considered a solicitation for the purchase or sale of any security.

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Copyright 2026 FMG Suite.

 

Avantax affiliated financial professionals may only conduct business with residents of the states for which they are properly registered. Please note that not all of the investments and services mentioned are available in every state.

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Securities offered through Avantax Investment ServicesSM, Member FINRA, SIPC, Investment advisory services offered through Avantax Advisory ServicesSM, Insurance services offered through an Avantax affiliated insurance agency.

 

The Avantax family of companies exclusively provide investment products and services through its representatives. Although Avantax Wealth ManagementSM does not provide tax or legal advice, or supervise tax, accounting or legal services, Avantax representatives may offer these services through their independent outside business.

 

Content, links, and some material within this website may have been created by a third party for use by an Avantax affiliated representative. This content is for educational and informational purposes only and does not represent the views and opinions of Avantax Wealth ManagementSM or its subsidiaries. Avantax Wealth ManagementSM is not responsible for and does not control, adopt, or endorse any content contained on any third party website.

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This information is not intended as tax or legal advice. Please consult legal or tax professionals for specific information regarding your individual situation.

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