Privacy Policy
Privacy Policy for Mt. Juliet Advisors
Effective Date: May 21, 2026
Welcome to the website of Mt. Juliet Advisors (“Company,” “we,” “our,” or “us”). We value your privacy and are committed to protecting your personal information. This Privacy Policy explains how we collect, use, share, and safeguard information when you visit our website or communicate with us through email, phone, SMS/text messaging, or other services.
By using our website, you consent to the practices described in this Privacy Policy.
Information We Collect
We may collect personal information that you voluntarily provide to us, including:
Name
Email address
Phone number
Mailing address
Financial or advisory inquiry information
Any information submitted through forms, scheduling tools, or consultations
We may also automatically collect certain technical information, including:
IP address
Browser type
Device information
Pages visited
Website usage data through cookies and analytics tools
How We Use Your Information
We may use your information to:
Respond to inquiries and provide requested services
Schedule consultations or appointments
Deliver advisory or client support services
Send updates, newsletters, and marketing communications
Send SMS/text notifications or reminders
Improve our website and customer experience
Comply with legal and regulatory obligations
Email Communications
By providing your email address, you consent to receive emails from Mt. Juliet Advisors regarding services, updates, newsletters, promotions, and other business-related communications.
You may opt out of marketing emails at any time by clicking the “unsubscribe” link included in our emails or by contacting us directly at info@mtjulietadvisors.com.
Please note that we may still send administrative or transactional communications related to your account or services.
SMS/Text Messaging Consent
By providing your mobile phone number and opting in to receive text messages, you expressly consent to receive SMS/text communications from Mt. Juliet Advisors, including:
Appointment reminders
Service notifications
Account-related updates
Marketing and promotional messages
Message and data rates may apply. Message frequency may vary.
You may opt out of receiving SMS messages at any time by replying:
STOP to unsubscribe
Consent to receive SMS messages is not a condition of purchase or service.
We do not sell or share SMS consent data with third parties or affiliates for marketing purposes.
Sharing of Information
We do not sell your personal information.
We may share information with trusted third-party service providers who assist us in operating our business, including:
Website hosting providers
CRM or email marketing platforms
SMS communication providers
Scheduling or analytics services
These providers are only permitted to use information as necessary to provide services to us.
We may also disclose information if required by law, regulation, subpoena, or legal process.
Cookies and Tracking Technologies
Our website may use cookies and similar tracking technologies to improve user experience and analyze website traffic.
You can modify your browser settings to refuse cookies; however, some website features may not function properly.
Data Security
We implement reasonable administrative, technical, and physical safeguards designed to protect your personal information. However, no method of internet transmission or electronic storage is completely secure, and we cannot guarantee absolute security.
Third-Party Links
Our website may contain links to third-party websites. We are not responsible for the privacy practices or content of external websites.
Children’s Privacy
Our website and services are not directed to children under the age of 13, and we do not knowingly collect information from children.
Changes to This Privacy Policy
We may update this Privacy Policy from time to time. Changes will be posted on this page with an updated effective date.
Contact Us
If you have questions about this Privacy Policy or our privacy practices, please contact:
Mt. Juliet Advisors
info@mtjulietadvisors.com
(615) 953-9487