Last updated: January 1, 2026
When you contact us through our website, we collect the information you provide, including your name, email address, phone number, and any details you share about your financial situation. We also collect standard web analytics data such as pages visited, time on site, and referring URLs.
We use your information solely to respond to your inquiry, schedule consultations, provide financial advisory services, and improve our website. We do not use your data for marketing purposes unless you explicitly opt in to our newsletter.
We do not collect Social Security numbers, bank account details, or investment account credentials through this website. Any sensitive financial data is exchanged only through secure, encrypted channels after a formal advisory relationship is established.
We use industry-standard security measures including SSL encryption, secure servers, and access controls. All client data is stored in compliance with SEC regulations governing registered investment advisors.
We do not sell, trade, or rent your personal information to anyone. We may share data with trusted service providers who assist us in operating our website, provided they agree to keep your information confidential. These include:
Our website uses cookies to improve your browsing experience and analyze site traffic. You can disable cookies in your browser settings, though some features of the site may not function properly without them.
You have the right to request access to, correction of, or deletion of your personal data at any time. To make a request, email us at info@meridadvisor.online or call +1 (513) 206-8914.
We may update this policy from time to time. Any changes will be posted on this page with an updated revision date. We encourage you to review this page periodically.
If you have questions about this privacy policy, contact us at info@meridadvisor.online or write to: Meridian Advisor, 312 Walnut Street, Suite 400, Cincinnati, OH 45202.