As part of our mission to provide transparency to current and potential clients, we have updated our Disclosure Brochures (ADV Part 2A/B). These disclosures describe, in narrative form, relevant information about the services, fees, and personnel at Avery Rock Financial.

The updated brochures contain the following material changes.

• The firm’s primary email address has changed to david@averyrockfinancial.com.
• Item 4: Advisory Business, has been updated to reflect the change in the amount of client assets under management.

Clients and potential clients can receive an updated ADV Part 2A/B from our website, or by emailing us directly.

As is always the case, should you have any questions or concerns, feel free to reach out to us.

Avery Rock Financial, LLC is a registered investment adviser.  The information in this material is for educational purposes only, is not intended to predict or guarantee future market performance and is not intended to act as individualized tax, legal, financial or investment advice.  Data contained herein from third-party providers is obtained from what are considered reliable sources.  However, its accuracy, completeness or reliability cannot be guaranteed. Please consult a qualified attorney or tax professional for individualized legal or tax advice. Please contact a financial advisor for specific information regarding your individualized financial and investment planning needs.