Privacy policy

Effective Date: March 5, 2025

Enriched Advice LLC (“we,” “our,” or “us”) is committed to protecting your privacy. This Privacy Policy outlines how we collect, use, and safeguard your personal information when you visit our website or engage with our financial advisory services.

1. Information We Collect
We may collect the following personal information during consultations:

  • Name
  • Email address
  • Phone number
  • Financial information


2. How We Use Your Information

We use the information collected for the following purposes:

  • Providing financial planning services
  • Communicating with clients regarding our services


3. Sharing of Information

We do not sell or rent your personal information to third parties. However, we may share your information in the following circumstances:

  • With service providers who assist us in operating our website and conducting business, such as Google Analytics, to analyze website traffic and improve user experience.
  • If required by law or to comply with legal processes.


4. Data Security

We implement appropriate security measures to protect your personal data, including:

  • Encryption of sensitive information
  • Secure servers to store your data


Despite our efforts, no method of transmission over the internet or electronic storage is 100% secure, and we cannot guarantee absolute security.


5. Cookies and Tracking Technologies

Our website uses cookies to enhance user experience and track website analytics. Cookies are small files placed on your device to collect information about your browsing activity. You can choose to disable cookies through your browser settings; however, this may affect your experience on our site.


6. Your Rights

At this time, Enriched Advice LLC does not offer the ability to access, modify, or delete your personal information. If you have questions regarding your data, please contact us at [email protected].


7. Children’s Privacy

Our services are not directed at individuals under the age of 18. We do not knowingly collect personal information from children. If you believe we have inadvertently collected such data, please contact us immediately.


8. Data Retention

Data is retained as necessary for business operations and compliance purposes.


9. Compliance with Regulations

Enriched Advice LLC operates in accordance with applicable privacy laws and financial regulations. If regulatory requirements such as the Gramm-Leach-Bliley Act (GLBA) or the General Data Protection Regulation (GDPR) apply to our operations in the future, this policy will be updated accordingly.


10. Changes to This Privacy Policy

We may update this Privacy Policy from time to time. Any changes will be posted on this page with an updated effective date. We encourage you to review this policy periodically.


11. Contact Us

If you have any questions about this Privacy Policy or our data practices, please contact us at [email protected].