Privacy Policy

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Deacon Advisors LLC

Effective Date: May 26, 2026 

Last Updated: May 26, 2026

Deacon Advisors LLC ("Deacon Advisors," "we," "us," or "our") respects your privacy. This Privacy Policy explains what information we collect through deaconadvisors.com (the "Site"), how we use it, and the choices you have. By using the Site, you agree to the practices described below.

Deacon Advisors LLC is a fractional CFO and financial advisory practice serving small and medium-sized businesses and nonprofit organizations. We are based in Bozeman, Montana, United States.

Information you provide to us. We collect information you voluntarily submit, such as when you complete a contact form, request a consultation, subscribe to communications, or otherwise correspond with us. This may include your name, email address, phone number, company or organization name, and any details you choose to share in your message.

Information collected automatically. When you visit the Site, we and our service providers may automatically collect certain technical information, including your IP address, browser type, device information, pages viewed, referring URLs, and the dates and times of your visits. This is typically collected through cookies and similar technologies (see Section 6).

What we do not collect through this Site. We do not request or knowingly collect sensitive financial account numbers, Social Security numbers, payment card data, or similar confidential information through the Site's general forms. Client financial information used in the course of our advisory engagements is handled separately under our client engagement agreements and applicable confidentiality obligations, not through this Site.

We use the information we collect to:

• Respond to your inquiries and provide the information or services you request;
• Communicate with you about our services, including scheduling and follow-up;
• Send you updates or communications you have requested (you may opt out at any time);
• Operate, maintain, analyze, and improve the Site;
• Protect the security and integrity of the Site; and
• Comply with applicable legal and regulatory obligations.

We do not sell or rent your personal information. We may share information in the following limited circumstances:

• Service providers. With third parties that perform services on our behalf, such as website hosting, analytics, email delivery, and scheduling tools, who are permitted to use the information only to provide those services.
• Legal and safety. When we believe disclosure is required by law, regulation, legal process, or governmental request, or to protect the rights, property, or safety of Deacon Advisors, our clients, or others.
• Business transfers. In connection with a merger, acquisition, financing, or sale of business assets, in which case information may be transferred as part of that transaction.

We maintain reasonable administrative, technical, and physical safeguards designed to protect the information we collect. However, no method of transmission over the internet or method of electronic storage is completely secure, and we cannot guarantee absolute security. You transmit information to us at your own risk. Please do not send confidential financial information through unencrypted email or general web forms.

The Site may use cookies and similar technologies to recognize your browser, remember your preferences, and understand how visitors use the Site. We may use analytics services (for example, a web analytics provider) to help us measure and improve Site performance. You can usually adjust your browser settings to refuse cookies or alert you when cookies are being sent; disabling cookies may affect some Site functionality.

The Site may contain links to third-party websites or services that we do not control. This Privacy Policy does not apply to those third parties, and we are not responsible for their content or privacy practices. We encourage you to review the privacy policies of any third-party sites you visit.

You may:

• Opt out of marketing or non-essential communications by following the unsubscribe instructions in our emails or by contacting us directly;
• Request access to, correction of, or deletion of the personal information we hold about you, subject to applicable law and our legitimate business and recordkeeping needs.

Depending on your state or country of residence, you may have additional rights under applicable data protection laws. To exercise any of these rights, please contact us using the information in Section 11.

The Site is intended for a business audience and is not directed to children under 13. We do not knowingly collect personal information from children. If you believe a child has provided us with personal information, please contact us so we can delete it.

We may update this Privacy Policy from time to time. When we do, we will revise the "Last Updated" date above. Material changes will be reflected on this page, and your continued use of the Site after any update constitutes acceptance of the revised policy.

If you have questions about this Privacy Policy or our privacy practices, please contact us at info@deaconadvisors.com