Privacy Policy
Effective October 16, 2026
This policy explains how Meridian Oak Advisors handles information collected through meridianoakadvisors.com and website inquiries. For privacy questions, email info@meridianoakadvisors.com.
Information you provide
When you contact us, we receive the information you submit, such as your name, email address, company, optional phone number, and message. Please do not send sensitive personal information, confidential transaction documents, account credentials, or information you are not authorized to share through the public contact form.
Website and technical information
Website hosting and security systems may record technical information, including IP addresses, browser details, requested pages, and access times, to operate the site and investigate abuse. Our inquiry form stores submissions in the website administration system and sends an email notification. Submission records may include technical details used for spam prevention.
How information is used
We use inquiry information to respond to requests, communicate about potential advisory engagements, maintain business records, and protect the website. Sending an inquiry does not establish a client relationship or authorize us to act on your behalf.
Service providers and disclosures
Information may be processed by providers that support website hosting, email delivery, storage, and security or spam prevention. We may also disclose information when required by law or reasonably necessary to protect rights, investigate misuse, or respond to lawful requests. A separate engagement agreement may address information shared during a client relationship.
Cookies and third-party resources
Cookies or similar technologies may support site administration, security, and preferences. Your browser lets you restrict or delete cookies; some functionality may be affected. When a page loads resources from an external provider, that provider may receive connection information such as your IP address. Links to transaction announcements and other third-party websites lead to services governed by their own privacy policies.
Retention and security
We retain inquiry information as needed to respond, maintain relevant business records, and meet applicable obligations. We use reasonable safeguards, but no internet transmission or storage method is completely secure. Avoid submitting confidential business materials until an appropriate communication process has been agreed.
Your choices and requests
You can ask us to update or delete inquiry information, or stop further nonessential communications, by emailing info@meridianoakadvisors.com. Depending on applicable law, you may have additional rights concerning your personal information. We may need to verify your identity and may retain information where required or permitted by law.
Audience and changes
This website is intended for business owners and professional audiences, not children. We may update this policy as the website or our practices change. The effective date above identifies the latest version.