Privacy Policy for TandemGrowth Financial Advisors, LLC

1. Information We Collect

We collect personal information through both direct interactions and digital tools. This includes:

• Information You Provide: Name, email, phone number, mailing address, investment goals, account information, and payment details—typically shared when you engage our services, fill out a form, or contact us.
• Automatically Collected Data: Through cookies and similar technologies, we gather information like your IP address, browser type, device identifiers, session duration, pages visited, and referral sources.
• Analytics & Marketing Data: When using tools like Google Analytics 4 (GA4), Google Tag Manager (GTM), and Google Ads, we collect behavioral data such as site activity, demographics, and conversion tracking. This helps us optimize our website and marketing strategies.

2. How We Use Your Information

We use your information to:

• Deliver and improve our financial advisory services
• Personalize your experience with our website and communications
• Respond to inquiries and provide client support
• Administer surveys, marketing campaigns (with consent), and transactional communications
• Fulfill legal or regulatory obligations

Google Signals (if enabled) allows us to better understand cross-device behavior, subject to your ad personalization settings.

3. Use of Cookies and Tracking Technologies

We use cookies to:

• Understand website usage patterns
• Improve site performance and content relevance
• Enable certain site functionalities and security features

You can adjust your browser settings to manage cookies. Disabling cookies may impact your site experience.

4. Disclosure of Information to Third Parties

We restrict access to and sharing of all current and former clients’ nonpublic personal information—including social security numbers, addresses, investment goals, account balances, and financial records—to employees or service providers who need it to fulfill your engagement with TandemGrowth.

We may disclose information:

• To trusted third-party service providers (e.g., custodians, broker-dealers, recordkeepers, analytics or email tools) who assist in managing accounts and services
• As required by law, court order, subpoena, or regulatory obligation
• When permitted by law to fulfill legitimate business purposes

We do not sell, trade, or share your information with affiliates or non-affiliated third parties for marketing or unrelated purposes.

5. Data Security

We maintain physical, electronic, and procedural safeguards that comply with federal standards to protect your information. Access is limited to authorized personnel bound by confidentiality obligations. Sensitive information is stored on secure servers and protected through firewalls and encryption protocols. Payment data is handled by PCI-DSS compliant processors; we do not store card data.

6. Data Retention

We retain personal information only as long as necessary to:

• Fulfill the purpose it was collected
• Comply with legal, tax, and regulatory requirements
• Maintain historical business and compliance records

7. International Transfers

If you are accessing our services from outside the U.S., please be aware your data may be transferred to servers within the United States. We use appropriate safeguards to protect international data transfers in accordance with applicable regulations.

8. Your Rights Under GDPR (If Applicable)

Residents of the European Economic Area (EEA) have rights to:

• Access, correct, or delete their personal information
• Restrict or object to processing
• Request data portability
• Withdraw consent at any time

To exercise these rights, please contact us using the information in Section 14.

9. Your Rights Under the CCPA (California Residents)

If you are a California resident, you have the right to:

• Know what personal information we collect and how we use it
• Request deletion of your personal data
• Opt out of any potential sale of your information (though we do not sell your data)

To make a request, contact us using the information below.

10. SMS Communications

If you provide your phone number and opt in, you may receive SMS messages related to your account, service updates, or promotions. Message/data rates may apply. You may opt out at any time by replying “STOP.”

11. Children’s Privacy

Our services are not intended for individuals under 13. We do not knowingly collect personal data from children. If we learn that we have, we will delete it promptly.

12. Third-Party Links and Services

Our website may contain links to third-party sites. These are governed by separate privacy policies, and we are not responsible for their practices. We recommend reviewing their privacy terms before submitting information.

13. Changes to This Policy

We may update this Privacy Policy periodically. Changes will be posted on this page with a revised effective date. Continued use of our services indicates your acceptance of the updated policy.

14. Contact Us

If you have questions, concerns, or wish to exercise your privacy rights, contact:

TandemGrowth Financial Advisors, LLC
3820 Mansell Rd, Suite T30
Alpharetta, GA 30022
(770) 641-6360
info@tandemgrowth.com