Privacy Policy

Effective Date: 4/22/2025

1. Introduction
Heritage Financial Advisors (“we,” “us,” or “our”) respects your privacy. This Privacy Policy outlines how we collect, use, protect, and share your personal information when you visit our website or use our services.

2. Information We Collect
We may collect the following types of information:
Personal Identifiable Information (PII):
Name, email address, phone number, mailing address
Financial details voluntarily submitted through contact forms or downloads
Non-Personal Information:
Browser type, IP address, device type, pages visited, time spent on site
Cookies and analytics data (via tools such as Google Analytics)

3. How We Use Your Information
We use your information to:
-Provide and personalize our services
-Communicate with you (e.g., respond to inquiries, deliver resources)
-Send periodic updates, newsletters, or invitations (if opted in)
-Improve our website’s functionality and content
-Comply with legal and regulatory obligations

4. Sharing and Disclosure
We do not sell your personal information. We may share your information with:
-Third-party service providers who support our business operations (e.g., email marketing tools, analytics providers)
-Regulatory authorities if required by law
-Compliance partners such as our broker-dealer or custodial platforms when applicable to your services

All third parties are required to keep your information confidential and use it only for the purposes for which it was shared.

5. Cookies and Tracking Technologies
We use cookies to:
Enhance your browsing experience
Analyze site traffic and user behavior
Store user preferences
You can disable cookies through your browser settings at any time.

6. Data Security
We implement reasonable administrative, technical, and physical safeguards to protect your information. However, no method of transmission or storage is 100% secure. We encourage you to use secure networks when submitting personal data.

7. Your Rights and Choices
You have the right to:
-Request access to your personal information
-Request correction or deletion of your data
-Opt out of marketing communications at any time by using the “unsubscribe” link or contacting us directly

8. Third-Party Links
Our website may contain links to third-party websites. We are not responsible for the privacy practices or content of these sites. Please review their policies before providing personal information.

9. Children’s Privacy
Our services are not directed to individuals under the age of 18. We do not knowingly collect information from children without parental consent.

10. Updates to This Policy
We may update this Privacy Policy from time to time. Changes will be posted on this page with an updated effective date.